Hold MSFT by Sep 23, 2026.

To be clear, I think Microsoft will continue growing and I consider it a value stock. I am simply getting sick of seeing 10 Microsoft posts a day, with most of them containing misinformation. I'll explain the bear case by going down each of their 3 key businesses: 1. Azure. The growth is great, but with the caveat that it's likely largely tied to OpenAI Capex. Another risk is that because Microsoft themselves also need compute, they've sacrificed Azure growth …