$Microsoft(MSFT.US) has once again been hit by the classic panic narrative of "AI will disrupt everything/demand will cool off," and now is a good time to get on board.

Every breakthrough triggers an overreaction, followed by a rebound:

1. Feb 2023: Google Bard demo failure → GOOG fell over 10% in a single day, losing hundreds of billions in market cap → Hit new highs repeatedly a year later.

2. Jan 2025: DeepSeek-V3 low-cost training → NVDA fell 18% in a day, losing nearly 600 billion → Market cap broke new highs at over 5 trillion half a year later.

3. Jan 2026: Anthropic Claude Cowork/plugin release → "Doomsday" panic in the SaaS sector, losing over 1 trillion (Salesforce, ServiceNow, Adobe, etc., plummeted) → Currently in a rapid rebound.

4. Feb 2026: Big Tech's massive AI capex guidance → Concerns over returns/cash flow, MSFT AMZN GOOGL NVDA collectively sold off → Trend unchanged, still delivering.

Every time efficiency improvements, competitive tools, or spending concerns emerge, the market discounts the long-term flywheel prematurely.

Microsoft is the most stable: Highest Azure AI workload, Copilot with hundreds of millions of daily active users, deepest ties with OpenAI, and Office/Windows ecosystem moat.

Short-term noise, long-term dominance.

Continue adding to $Microsoft(MSFT.US), waiting for the market to come to its senses.

#AI #Microsoft #LongTermism$Microsoft(MSFT.US)