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I just saw the latest news about Michael Burry - the guy has opened a long position on Microsoft. Interesting considering that MSFT has lost over 10% since the beginning of the year, so he's probably seeing an opportunity. He didn't say how much he invested in the tech giant, which is a bit frustrating because it would be nice to know if it's a serious bet or just a test. I wonder if he's seeing something that the market isn't pricing in properly. Anyway, when Burry moves, people tend to listen - the guy has a pretty solid track record. What do you think, is now the right time to take a closer look at MSFT?