Microsoft: Recent Sell-Off Presents Strong Buying Opportunity
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Income Generator11.22K FollowersFollow5ShareSavePlay(10min)CommentsSummaryMicrosoft is upgraded to a 'strong buy' as recent declines present a compelling entry point for long positions.MSFT's Q1 FY26 revealed higher-than-expected capex driven by AI infrastructure, but Azure's robust 28% YoY growth underpins the investment thesis.Commercial RPO surged over 50% to nearly $400B, signaling strong forward demand and mitigating capex concerns.Potential support near $465 and improving momentum indicators suggest the downside is limited, reinforcing the case for adding to MSFT positions. lcva2/iStock Editorial via Getty Images When I last covered Microsoft Corporation (MSFT) back in September, I argued that prior declines in stock prices marked a solid entry point for long positions due to the company’s fortress balance sheet, diversifiedThis article was written byIncome Generator11.22K FollowersFollowThe Income Machine is driven by market analysis from strategies covering more than two decades of trading experience successfully navigating through a broad range of asset classes.Analyst’s Disclosure:I/we have a beneficial long position in the shares of MSFT, NVDA, GOOG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.