$MSFT rose 14% in a single trading day (author

Brief

Microsoft saw a 14% intraday jump while its AI ARR is reported up 123%. @Legendaryy — who discussed his bullish view on The Modern Market Show about 10 days earlier — cites TrendSpider’s contrarian point that Microsoft’s current P/E ratio is comparable to the COVID and 2022–2023 bear‑market lows despite accelerating revenue growth.

Key details

Microsoft’s AI ARR reportedly grew 123% (source: The Modern Market Show), yet TrendSpider argues Microsoft’s P/E valuation matches COVID lows and the 2022–2023 bear‑market lows.

@Legendaryy reiterated a bullish case on Modern Market about 10 days before the price surge, highlighting the divergence between strong revenue/AI ARR growth and depressed P/E multiples.

$MSFT is up 14% on the day. Spoke about why I’m bullish on it on the Modern Market 10 days ago.

The Modern Market Show (@modernmarket_)

Microsoft’s AI ARR grew 123%, yet the stock is being valued like past crisis periods.

@Legendaryy highlighted @TrendSpider’s contrarian point:

“Buying Microsoft here means you’re paying the same valuation as the COVID lows and the 2022, 2023 bear-market lows.

That is if you don't look at the notional price, but at the P/E ratio. Also look at the revenue growth that Microsoft had.”

Video

— https://nitter.net/modernmarket_/status/2079275687324844365#m

Brief

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