Don’t Bet Against Microsoft: 6 Quick Points 5-4-26
Don’t Bet Against Microsoft: 6 Quick Points 5-4-26  
Podcast: Becker Private Equity & Business Podcast
Published On: Mon May 04 2026
Description: In this episode, Scott Becker breaks down Microsoft’s recent stock decline driven by massive capital expenditures, and explains why its strong revenue and long term positioning still support confidence.