By Yahoo Finance Video
Publication Date: 2026-03-17 15:32:00
00:00 Speaker A
Microsoft was down 30% at trough from a 52-week high, right? And so part of the
00:04 Speaker B
That’s a big number by the way. Yeah, like 30%. market cap like that’s serious.
00:06 Speaker A
Right. And if you’re holding on to that stock, like you feel 30%, right? And I think that’s been a broader market conversation that you could have, right? Which is there’s been a big mess under the surface, right? We can talk about the S&P 500 going nowhere, but a lot of names have fallen 30%. But I think with Microsoft sort of what ended up becoming the interesting part of the story is buying Nvidia right now is like what’s your bet?
00:29 Speaker A
You’re just long AI demand, right? You were long the success of AI. You were maybe in some ways long the success of the AI takes over software trade, right? Like you’re all in on just AI is going to be everything. We sort of looked at Microsoft and said, well, maybe it works both ways,…
