《10 Stocks to Buy! Value Investing Quadrant Update 2H 2026》
MSFT因依赖可疑的AI合作伙伴收入而具有高回报风险；如果增长放缓则存在风险。
微软在那里。股价上涨了38%。如果我们看价值，股价为487美元。如果我们看内在价值，如果他们保持15%到10%的增长，是的，那里有价值；如果增长更快，价值更多；如果放缓，那就显得非常非常冒险。
鉴于我们讨论过微软的所有增长都来自Anthropic和OpenAI，即虚假收入，我从这个角度将其置于高风险回报的位置。
We have Microsoft there. Stock up 38%. If we look at the value, 487 stock price. If we look at the value intrinsic value if they keep on growing at 15% to 10% then yes there is value if they grow faster even more if they slow down then it looks much much risky and given that we discussed Microsoft how all the growth comes from entropic and open AI so fake revenues I'm putting at a high risk reward now from that perspective