Ackman's massive new stake in -To The Moon - Tiger Brokers Online Investing Community - To The Moon

2
Comment
Favorite

Investordude1301
05-16

Ackman's massive new stake in Microsoft is a bold statement of faith in an undervalued gem!

Ackman's Pershing Square Takes Stake in Microsoft, Citing "Compelling" Valuation

May 15 (Reuters) - Bill Ackman's hedge fund Pershing Square will disclose a new position in $Microsoft(MSFT)$ later on Friday, the billionaire investor said, arguing that the tech giant sits at a...

Ackman's Pershing Square Takes Stake in Microsoft, Citing "Compelling" Valuation

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

2

Report

Comment

Top
Latest

empty

No comments yet

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":564559381242776,"tweetId":"564559381242776","gmtCreate":1778865096514,"gmtModify":1778865332135,"author":{"id":4092737024653350,"idStr":"4092737024653350","authorId":4092737024653350,"authorIdStr":"4092737024653350","name":"Investordude1301","avatar":"https://community-static.tradeup.com/news/800d9eeaf25151ecb80e9675139f8bc2","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.14","exceedPercentage":"80.24%","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"972123088c9646f7b6091ae0662215be-2","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000},{"badgeId":"1026c425416b44e0aac28c11a0848493-3","name":" Tiger Idol","description":"Join the tiger community for 1500 days","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":18,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>Ackman's massive new stake in Microsoft is a bold statement of faith in an undervalued gem!</p></body></html>","htmlText":"<html><head></head><body><p>Ackman's massive new stake in Microsoft is a bold statement of faith in an undervalued gem!</p></body></html>","text":"Ackman's massive new stake in Microsoft is a bold statement of faith in an undervalued gem!","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/564559381242776","repostId":2635707177,"repostType":2,"repost":{"id":"2635707177","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1778852712,"share":"https://ttm.financial/m/news/2635707177?lang=en_US&edition=fundamental","pubTime":"2026-05-15 21:45","market":"us","language":"en","title":"Ackman's Pershing Square Takes Stake in Microsoft, Citing \"Compelling\" Valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=2635707177","media":"Reuters","summary":"May 15 (Reuters) - Bill Ackman's hedge fund Pershing Square will disclose a new position in $Microsoft(MSFT)$ later on Friday, the billionaire investor said, arguing that the tech giant sits at a...","content":"<html><head></head><body><p>May 15 (Reuters) - Bill Ackman&#39;s hedge fund Pershing Square will disclose a new position in <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> later on Friday, the billionaire investor said, arguing that the tech giant sits at a &#34;highly compelling valuation&#34; after a recent decline in ‌its stock.</p><p>Microsoft shares rallied 1.5% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e20effaa42fb4336b4860c64adc53a72\" tg-width=\"538\" tg-height=\"138\"/></p><p>In a post, opens new tab on X, Ackman framed his Microsoft bet as the latest in a series of investments in technology companies with attractive valuations and the potential for dominant long-term growth.</p><p>He said Microsoft operates two of the most valuable enterprise technology businesses - its Azure cloud division and the M365 Office productivity suite that includes its $30-a-month Copilot AI assistant, placing the company at the center of rising AI adoption by businesses.</p><p>Pershing began ⁠building its Microsoft position in February after the technology company&#39;s shares slumped as its quarterly results showed slower cloud revenue growth and a surge in spending, Ackman said.</p><p>The Windows maker&#39;s stock is down some 15% this year, with investors also concerned about slow Copilot adoption and changes to the OpenAI partnership that strip Microsoft of exclusive rights to resell the startup&#39;s technology on its cloud.</p><p>The stock declines have come as rivals Google and Amazon make strong progress in their own AI efforts.</p><p>Ackman, however, said the concerns were overblown.</p><p>&#34;We view Microsoft&#39;s recent decision to restructure its OpenAI partnership not as a concession but as part of a deliberate pivot toward a more open, multi-model architecture that better serves ‌enterprise ⁠customers,&#34; Ackman said.</p><p>He also backed Microsoft&#39;s $190 billion spending plan for 2026, saying it is essential to fuel future revenue growth.</p><p>The stake will be disclosed in a regulatory filing on Friday. Ackman&#39;s new closed-end fund Pershing Square USA has also made Microsoft a core holding, but will not be putting out a filing, he said.</p><p>Microsoft&#39;s shares were up more than 1% in early trading.</p><p>&#34;Ackman&#39;s ⁠stake aligns with our view that Microsoft has scope to re-rate from current levels,&#34; said Matt Britzman, senior equity analyst at Hargreaves Lansdown.</p><p>&#34;Shares are trading at one of the lowest levels seen in the past decade. We do not think that&#39;s justified.&#34;</p><p>Pershing bought ⁠shares in Alphabet, which has closed in on Nvidia&#39;s spot as the world&#39;s most valuable company, in 2022 after the release of ChatGPT dragged the stock on fears of disruption to search, Ackman said.</p><p>It also bought Amazon in the weeks after ⁠U.S. President Donald Trump slapped tariffs on many countries, and Meta more recently after the company rattled investors with a massive spending forecast.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ackman's Pershing Square Takes Stake in Microsoft, Citing \"Compelling\" Valuation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAckman's Pershing Square Takes Stake in Microsoft, Citing \"Compelling\" Valuation\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-05-15 21:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>May 15 (Reuters) - Bill Ackman&#39;s hedge fund Pershing Square will disclose a new position in <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> later on Friday, the billionaire investor said, arguing that the tech giant sits at a &#34;highly compelling valuation&#34; after a recent decline in ‌its stock.</p><p>Microsoft shares rallied 1.5% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e20effaa42fb4336b4860c64adc53a72\" tg-width=\"538\" tg-height=\"138\"/></p><p>In a post, opens new tab on X, Ackman framed his Microsoft bet as the latest in a series of investments in technology companies with attractive valuations and the potential for dominant long-term growth.</p><p>He said Microsoft operates two of the most valuable enterprise technology businesses - its Azure cloud division and the M365 Office productivity suite that includes its $30-a-month Copilot AI assistant, placing the company at the center of rising AI adoption by businesses.</p><p>Pershing began ⁠building its Microsoft position in February after the technology company&#39;s shares slumped as its quarterly results showed slower cloud revenue growth and a surge in spending, Ackman said.</p><p>The Windows maker&#39;s stock is down some 15% this year, with investors also concerned about slow Copilot adoption and changes to the OpenAI partnership that strip Microsoft of exclusive rights to resell the startup&#39;s technology on its cloud.</p><p>The stock declines have come as rivals Google and Amazon make strong progress in their own AI efforts.</p><p>Ackman, however, said the concerns were overblown.</p><p>&#34;We view Microsoft&#39;s recent decision to restructure its OpenAI partnership not as a concession but as part of a deliberate pivot toward a more open, multi-model architecture that better serves ‌enterprise ⁠customers,&#34; Ackman said.</p><p>He also backed Microsoft&#39;s $190 billion spending plan for 2026, saying it is essential to fuel future revenue growth.</p><p>The stake will be disclosed in a regulatory filing on Friday. Ackman&#39;s new closed-end fund Pershing Square USA has also made Microsoft a core holding, but will not be putting out a filing, he said.</p><p>Microsoft&#39;s shares were up more than 1% in early trading.</p><p>&#34;Ackman&#39;s ⁠stake aligns with our view that Microsoft has scope to re-rate from current levels,&#34; said Matt Britzman, senior equity analyst at Hargreaves Lansdown.</p><p>&#34;Shares are trading at one of the lowest levels seen in the past decade. We do not think that&#39;s justified.&#34;</p><p>Pershing bought ⁠shares in Alphabet, which has closed in on Nvidia&#39;s spot as the world&#39;s most valuable company, in 2022 after the release of ChatGPT dragged the stock on fears of disruption to search, Ackman said.</p><p>It also bought Amazon in the weeks after ⁠U.S. President Donald Trump slapped tariffs on many countries, and Meta more recently after the company rattled investors with a massive spending forecast.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","MSFO":"MSFT期权收益策略ETF-YieldMax","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","BK4585":"ETF&股票定投概念","MSFT":"微软","MSFU":"2倍做多MSFT ETF-Direxion","MSFW":"Roundhill MSFT WeeklyPay ETF","MSFX":"2倍做多MSFT ETF-T-Rex","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","HK0000819398.USD":"BLACKROCK PREMIER SYSTEMATIC GLOBAL EQUITY HIGH INCOME FUND A10 (USD)INC","MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","LU1221951046.USD":"NORDEA 1 STABLE RETURN \"HM\" (USDHDG) INC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU1732800096.USD":"摩根大通环球收益基金A (irc)","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","MSFD":"1倍做空MSFT ETF-Direxion","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","MSFL":"2倍做多MSFT ETF-GraniteShares","LU0171293334.USD":"贝莱德英国基金A2"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260515:nL4N41S0SR:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2635707177","content_text":"May 15 (Reuters) - Bill Ackman's hedge fund Pershing Square will disclose a new position in Microsoft later on Friday, the billionaire investor said, arguing that the tech giant sits at a \"highly compelling valuation\" after a recent decline in ‌its stock.Microsoft shares rallied 1.5% in morning trading.In a post, opens new tab on X, Ackman framed his Microsoft bet as the latest in a series of investments in technology companies with attractive valuations and the potential for dominant long-term growth.He said Microsoft operates two of the most valuable enterprise technology businesses - its Azure cloud division and the M365 Office productivity suite that includes its $30-a-month Copilot AI assistant, placing the company at the center of rising AI adoption by businesses.Pershing began ⁠building its Microsoft position in February after the technology company's shares slumped as its quarterly results showed slower cloud revenue growth and a surge in spending, Ackman said.The Windows maker's stock is down some 15% this year, with investors also concerned about slow Copilot adoption and changes to the OpenAI partnership that strip Microsoft of exclusive rights to resell the startup's technology on its cloud.The stock declines have come as rivals Google and Amazon make strong progress in their own AI efforts.Ackman, however, said the concerns were overblown.\"We view Microsoft's recent decision to restructure its OpenAI partnership not as a concession but as part of a deliberate pivot toward a more open, multi-model architecture that better serves ‌enterprise ⁠customers,\" Ackman said.He also backed Microsoft's $190 billion spending plan for 2026, saying it is essential to fuel future revenue growth.The stake will be disclosed in a regulatory filing on Friday. Ackman's new closed-end fund Pershing Square USA has also made Microsoft a core holding, but will not be putting out a filing, he said.Microsoft's shares were up more than 1% in early trading.\"Ackman's ⁠stake aligns with our view that Microsoft has scope to re-rate from current levels,\" said Matt Britzman, senior equity analyst at Hargreaves Lansdown.\"Shares are trading at one of the lowest levels seen in the past decade. We do not think that's justified.\"Pershing bought ⁠shares in Alphabet, which has closed in on Nvidia's spot as the world's most valuable company, in 2022 after the release of ChatGPT dragged the stock on fears of disruption to search, Ackman said.It also bought Amazon in the weeks after ⁠U.S. President Donald Trump slapped tariffs on many countries, and Meta more recently after the company rattled investors with a massive spending forecast.","news_type":1,"symbols_score_info":{"MSFW":0.6,"MSFL":0.6,"MSFX":0.6,"MSFU":0.6,"MSFO":0.6,"MSFD":0.6,"MSFT":2,"MSFY":0.6}},"isVote":1,"tweetType":1,"viewCount":128,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["YMAG","XDAT","BULZ"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":76,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}