Schwab Network on $MSFT (Nov 9, 2026)
AI summary · Schwab Network
Microsoft trades at a very favorable valuation while growing to match it, alongside Amazon and Apple; on that basis the speaker treats it as a long-term holding, is increasing its portfolio weight, and calls it the core of the growth portfolio.
BullishHe framed it in years
“Smothers: Volatility "Price of Admission" for Stock Market, Still Bullish on NVDA”
Schwab NetworkPublished Nov 9 · 3 passages
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I also mentioned Microsoft, Amazon, and Apple , and talked about Nvidia in comparison to basic consumer goods.
Amazon, Apple, and Microsoft – these names are currently trading at very favorable valuations , and they are growing to match those valuations.
That is why we believe they are a long- term investment and we are increasing their weight in our portfolios. It is the core of our growth portfolio.
What this channel has said about $MSFT
Schwab Network has 26 calls on this stock; only the adjacent ones are shown.