MSFT at $419.71 is straight undervalued right now.

The AI infrastructure play alone justifies a higher multiple. Azure growth + OpenAI integration = cash printer.

Most retail still sleeping on how deep Microsoft is positioned in the AI stack. Not just models—cloud compute, enterprise SaaS, GitHub Copilot revenue.

This isn't hopium. Balance sheet is fortress-tier, buybacks ongoing, and they're printing FCF like it's 2019.

If you're not accumulating tech majors with actual revenue during this macro cooldown, you're gonna regret it when liquidity comes back.