“10 Stocks to Buy! Value Investing Quadrant Update 2H 2026”
MSFT has high risk-reward due to reliance on questionable AI partnership revenues; risky if growth slows.
We have Microsoft there. Stock up 38%. If we look at the value, 487 stock price. If we look at the value intrinsic value if they keep on growing at 15% to 10% then yes there is value if they grow faster even more if they slow down then it looks much much risky and given that we discussed Microsoft how all the growth comes from entropic and open AI so fake revenues I'm putting at a high risk reward now from that perspective