$Microsoft(MSFT)$ This is the cleanest fundamentals-vs-price divergence I'm seeing right now.
Azure is up 40%. AI run-rate is $37B. Revenue growth is back to 18.3%. And the stock is down 25% YTD at 19x forward — the cheapest since 2023.
The Street is selling capex fear, not the business.
I'm not catching the falling knife, but I'm selling premium into it. Waiting for a flush, then putting on put credit spreads below support.
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