Investor Buys Microsoft Shares Amid Selloff

An investor-author on Seeking Alpha reports buying Microsoft (MSFT) shares as the stock falls, arguing the recent selloff is unrelated to company fundamentals. The author cites that roughly 45% of Microsoft's remaining performance obligations (RPO) are tied to OpenAI and says the stock is acting like a beta on OpenAI pessimism, warning shares may remain pressured near term.