Buy MSFT by May 2, 2026.

Microsoft Dominance, Pricing power, and considering the scale of company discount is meaningful. Oracle: oracle has fallen more than microsoft but considering oracles pe and that growth at oracle is capped ; microsoft has the better discount. Service now, has fallen 40 peecent this year but its not a true discount because valuation still rich with a high pe Cloudflare is always expensive. The 30% drop just makes it "less expensive" It’s an asymmetric play on the future ; connection, …