Is Microsoft Doomed? Why Investors Fear a Lost Decade Ahead

GMBStaff

 16 Sep 23

tl;dr

<p><strong>Microsoft: The Lost Decade Ahead</strong></p> <p>Microsoft continues to post resilient fundamental results in spite of the tough macro. However, these strong results are not strong enough given the current valuation. Investors may have been caught off guard b...

Microsoft: The Lost Decade Ahead

Microsoft continues to post resilient fundamental results in spite of the tough macro. However, these strong results are not strong enough given the current valuation. Investors may have been caught off guard by how little generative AI is boosting current results. In this article, the author explains in simple terms why a "lost decade" may be in store for Microsoft's stock.

• Microsoft's fundamental results remain strong, but they are not meeting the high expectations set by the current valuation.


• Investors may have overestimated the impact of generative AI on Microsoft's results, leading to disappointment.


• The author believes that Microsoft's stock may stagnate or underperform for the next ten years, hence the term "lost decade".

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