Executive Summary
Dan Ives argues the current software selloff represents the most dramatic structural mispricing he has witnessed in 25 years of technology research. Microsoft trades at $409.68, down from recent highs, despite generating $77.41B in free cash flow and maintaining dominant positioning in the AI infrastructure arms race. The hyperscalers collectively increased CapEx by 50% to $350B in 2025, with another $250B increase planned for 2026. Ives contends this creates a 'now or never' dynamic where any c...
Key Investment Opportunity
Microsoft AI Infrastructure Monopoly
Microsoft's position as unavoidable enterprise AI partner with $400B contracted demand and 8-10x revenue multiplier from GPU spending
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