What makes this rebound more interesting is the backdrop. Concerns around AI disruption—driven in part by Anthropic and its Claude Mythos model—have raised questions about whether traditional software models can hold up. The narrative is shifting from “who benefits from AI” to “does software itself get disrupted.” In my view, the massive selloff has already priced in.
I see Microsoft as a battleground between short-term skepticism & long-term strength. While its innovation pace may look slower than pure AI labs, its enterprise reach & ecosystem remain key advantages. This rally could be the market beginning to reassess that.
@Tiger_comments @TigerStars @TigerClub
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