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Joined 3 years ago
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Cake day: June 13th, 2023

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  • This drawdown has sparked a debate about the “Magnificent Seven” member: Is Microsoft stock a falling knife, or has the market overreacted, presenting a rare opportunity to buy a preeminent artificial intelligence (AI) stock at a discount?

    First, “the market” overreacts about everything. Not surprising given that stock price volitility is mostly driven by speculation.

    Second, who writes this crap? Anyone who thinks of Microsoft as an “AI stock” is clueless. The majority of Microsoft’s revenue comes from “services”, a big chunk of which is derived from subscriptions for Azure, Office 365, and other hosted solutions.

    Microsoft has been racing to cram “AI” into as many areas as possible. Probably in an attempt to justify their substantial R&D and capital expenditures. But calling them an “AI stock” is insane considering “AI” is not their core business or even a profitable part of their business.


  • “If I had cherished iniquity in my heart, the Lord would not have listened.” – Psalm 66:18

    “Behold, the Lord’s hand is not shortened, that it cannot save, or his ear dull, that it cannot hear; but your iniquities have made a separation between you and your God, and your sins have hidden his face from you so that he does not hear.” – Isaiah 59:1-2

    “If one turns away his ear from hearing the law, even his prayer is an abomination.” – Proverbs 28:9

    "When you spread out your hands, I will hide my eyes from you; even though you make many prayers, I will not listen; your hands are full of blood. Wash yourselves; make yourselves clean; remove the evil of your deeds from before my eyes; cease to do evil. – Isaiah 1:15-16

    For the eyes of the Lord are on the righteous, and his ears are open to their prayer. But the face of the Lord is against those who do evil.” – 1 Peter 3:12

    Whoever closes his ear to the cry of the poor will himself call out and not be answered. – Proverbs 21:13

    “The Lord is far from the wicked, but he hears the prayer of the righteous.” – Proverbs 15:29

    He’s got a pretty solid basis for that claim.