Microsoft Corp. (NASDAQ:MSFT) has tumbled nearly 23% this year, shedding its untouchable status, but Futurum Equities’ strategist Shay Boloor is buying the dip, arguing Wall Street’s hyper-fixation on AI spending is blinding it to massive underlying growth.
Voting Against Short-Term Fears
Microsoft’s stock has faced relentless pressure as investors panic over massive capital expenditures. However, Boloor recently initiated a trade in the “former market darling,” arguing that Wall Street is “significantly overselling” Microsoft.
He attributes the recent sell-off to short-term fears regarding expensive AI infrastructure, GPU spending, and declining free cash flow.
Calling it a classic example of the voting machine versus the weighing machine, Boloor notes investors are punishing the stock today while ignoring the durable earnings power expected by 2027 and 2028.
