AIMPACT News, May 16 (UTC+8), states that the well-known investor Bill Ackman’s hedge fund company Pershing Square Capital Management has established new holdings after the recent decline in tech giant Microsoft’s stock price, and sold its long-held shares of Alphabet, Google's parent company, to help fund this investment. Pershing Square still held some Alphabet shares at the end of the first quarter, but a person familiar with its portfolio said that Bill Ackman no longer owns any Alphabet shares and has fully liquidated them in the second quarter. Ackman believes that after the recent stock price decline, Microsoft’s current valuation is "extremely attractive." He said that investing in Microsoft is the latest in a series of tech company investments, all of which have attractive valuations and long-term dominant growth potential. Ackman also stated that Microsoft has two of the most valuable enterprise technology businesses — its Azure cloud service division and the M365 Office productivity suite, which includes the $30-per-month Copilot AI assistant, positioning Microsoft at the core of rapid growth in enterprise AI applications. (Source: BlockBeats)

MSFT4.72%

GOOGLX0.28%

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GateUser-6fd3205e

· 23m ago

Ackman's move is quite interesting. Switching from Google to Microsoft—do they think the cloud war has already been decided?

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GateUser-6da8ed4c

· 9h ago

Valuation attractiveness is a fact, but confirming whether Google is clear in Q2 is a bit late.

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GateUser-6319729f

· 13h ago

Old Ba buys Apple, Ackman buys Microsoft—big players are all betting on a closed-loop ecosystem

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GateUser-fb035825

· 13h ago

Switching from search advertising to cloud subscriptions, this counts as a shift in cognitive paradigm.

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Tangerine-FlavoredPullback

· 13h ago

I trust Ackman's macro judgments, but his stock picking timing often backfires.

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FloatingMirrorSphere

· 13h ago

Is a 40x P/E ratio from Microsoft really considered cheap now? Doubtful.

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SecondaryMarketDeserter

· 13h ago

The rebalancing pace at Pangxin Square is always a bit slow, but the win rate is still decent.

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ExitLiqNow

· 13h ago

Waiting for Microsoft's earnings report verification; if Azure's growth slows down, it would be awkward.

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Pansing Square liquidates all holdings in Alphabet while establishing a position in Microsoft.

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