Microsoft (NASDAQ:MSFT) is spending aggressively on AI, and that’s exactly why investors got nervous. But the deeper story may be hiding inside its backlog, Azure growth, and rising Copilot adoption, which could make this selloff look a lot more like opportunity than trouble.
Stock prices used were the market prices of March 31, 2026. The video was published on April 6, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.