Microsoft Is Down 25% From Its High While the Nasdaq Blasts Off. Burry and Ives Say That Is the Opportunity

Quick Read

• Microsoft (MSFT) has dropped 25% from its high while the broader tech market rallies, primarily because investors worry AI adoption could hit software.

• Microsoft trades at a discount despite having structural advantages in enterprise AI adoption through its Windows dominance, Azure cloud infrastructure, and Copilot.

• The analyst who called NVIDIA in 2010 just named his top 10 stocks and Microsoft wasn’t one of them. Get them here FREE.

The Nasdaq 100 and S&P 500 are blasting off with AI taking charge and more Magnificent Seven making fresh all-time highs. Despite the vicious upside rally, though, shares of Microsoft (NASDAQ:MSFT) have continued to struggle. The stock dipped just over 0.6% on Wednesday in what was a great day for tech, with the Nasdaq 100 gaining more than a percentage point. At this point, it seems like Microsoft is no longer worthy of a spot in the Mag Seven.

The stock is still down over 25% from its high, and with certain SaaS…