Sell MSFT by Nov 4, 2026.

A week ago people were talking about how Microsoft showed ROI on AI and "saved the AI trade". And the stock and others in the tech sector went up greatly. But according to Bloomberg, $24 billion of the $37 billion in 12 month AI revenue came from OpenAI. A lot of people are bearish on OpenAI, as they recently lowered their prices and are struggling to set themselves apart from competition. ChatGPT usage dropped by 50% to 70% during school …