Buy MSFT by May 20, 2026.

So far we’ve been hearing “AI Bubble” “Software Bubble” “CapEx Bubble” fear mongering stories from the media like a clockwork along with youtubers, other content creators and everbody’s Nana (Micheal burry) parroting and exacerbating them. “Great rotation into the safety” recently came along. As a result, Google lost 15%, Microsoft - 30%, Oracle - 60%, Meta - 25%. All while SPX and DJI sit at ATH, and chips with your boomer “defensives” are making new highs. All that got me …