Traded Value
QQQM Return Rate$Microsoft(MSFT.US)Microsoft getting pushed back to tariff-war price levels looks more macro and positioning-driven than purely AI threat-driven. When liquidity tightens or yields firm up, mega-cap tech gets de-risked mechanically. AI competition headlines may add noise, but Microsoft’s core enterprise, cloud, and subscription base remain structurally strong. The drop feels more like multiple compression than business collapse. As for whether it’s “worth buying,” that depends on valuation tolerance and time horizon, not just price level.
@Bridge Buzz SG
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