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$BTC
URGENT: "Microsoft" and the Challenge of Gravity. Is the time of easy growth over?
Microsoft stock ($MSFT$) extending its losses today to 12%, on track to record its biggest daily drop in nearly 6 years.
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Why is this happening now?
The stated reason is the slowdown in the growth of the (Cloud Growth) cloud sector,
But depth tells us beyond that.
The market is starting to price a new "fact":
Massive spending on AI infrastructure is starting to squeeze margins, and growth is no longer as easy as Wall Street had expected.
When we see a giant of this size lose 12% of its value in a single session, we are facing a complete "revaluation" of the entire tech sector...
PARON