Microsoft: Anthropic's $30 Billion ARR Says A Lot (Rating Downgrade)

YR Research5.45K FollowersFollow5ShareSavePlay(8min)CommentsSummaryMicrosoft Corporation shares have experienced a significant 31% drawdown, marking one of their worst selloffs in recent memory.MSFT currently trades at 22x forward earnings and 20x next year's estimates, representing its lowest valuation in years.The bulls seem to take a major recovery for granted, ignoring the huge challenges Microsoft is facing.As Anthropic surpasses $30 billion in ARR, Google's TPUs are catching fire, and Amazon's Trainiums are seeing surging demand, Microsoft emerges far behind in key areas.I argue it will take a long time for Microsoft to get back on its front foot, and I'd rather put my money in Google or Amazon. tupungato/iStock Editorial via Getty Images Microsoft Corporation (MSFT) shares are going through one of their worst selloffs in recent memory, down 31% over the past six months. For a company with a perfect track record and seemingly impeccable fundamentals, theThis article was written byYR Research5.45K FollowersFollowI aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portfolio targeted at avoiding losers and maximizing exposure to big winners. This means that often I'll rate great companies at a 'Hold' because their growth opportunity is below my threshold, or their downside risk is too high.Analyst’s Disclosure: I/we have a beneficial long position in the shares of GOOG, AMZN 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.