How Joseph Carlson After Hours’s view on $MSFT changed

Next up, we have Microsoft. This one is number seven. a $19,000 position, 55K in the green. So far, it's trading at a 26 forward PE ratio. These are not expensive numbers.

There hasn't been many time periods in the past where a group of companies this powerful with this much distribution growing this quickly. High teens revenue growth have been trading in the mid to low 20s PE ratio.

I've really not seen anything like this. These companies will get rerated higher when investors become excited about them again.

This article from the Wall Street Journal details how Microsoft is making it difficult for investors to understand what they're actually doing, what their CapEx costs are, what their financing costs are.

This one is from The Wall Street Journal. They say that Microsoft is leaving investors flying blind on its AI business across three critical drivers of the AI future, cloud computing, capital expenditures, and its relationship with OpenAI.

The company disclosures fall well short of what investors need.