"Executives sell for a million reasons. But when they BUY with their own money? That's conviction." Karim Rahemtulla, Co-Founder, Monument Traders Alliance PUBLISHER'S NOTE: Marc Lichtenfeld uncovered a rare structural shift in gold that could trigger massive repricing starting May 15th. Last time this happened was 1971... certain gold stocks went up 100-200x. He's breaking it all down LIVE on Wednesday, March 4th at 1 PM ET. Plus... attendees get his top gold stock pick for FREE. The window's narrow. Don't miss it. Sign up today! — Stephen Prior, Publisher While everyone's running away from Microsoft like it's got the plague, Director John Stanton just bought $2 million worth of the stock. That was February 18th. 5,000 shares at $397. Now, directors don't usually put their own cash on the line unless they know something. And this comes just a few months after Bradford Smith, the Vice Chair, showed us a masterclass in timing. Smith bought 3,842 shares back in April at $377 when nobody wanted to touch this thing. Then he rode it all the way to $520 and sold 38,500 shares in November at $518 - right at the peak. That's $20 million he got out right before this mess started. The stock's down 23% since his sale. You think that's a coincidence? Microsoft is trading at 25x trailing earnings. Six months ago, it was 37-44x. Same company, same fundamentals, just a hell of a lot cheaper. Revenue's still growing 16-17%. Net margins are still 39%. They've got a $625 billion AI backlog they can't even fill fast enough. But everyone's panicking because Azure "only" grew 39% and they spent $37 billion building out AI infrastructure. Since when is 39% growth disappointing? Is This A Blood In The Streets Moment For MSFT? |
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