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  5. PNG: Microsoft is not making it for me . [Kraken Robotics Inc.]
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Q: Microsoft is not making it for me . Short to even mid term I don't see much of a catalyst for growth. Short list for replacement is MU. PNG, and SHOP .... Please comment on my disposition of MSFT and a short narrative on each of my choices followed by a favorite to least favorite list ? ..... Regarding MU I feel I may have missed the boat as I kept low balling bids daily when it was in the $14 to $17 range ..... But of course that doesn't mean anything if 5i thinks it is still undervalued.. Especially if it is undervalued opposed to the other choices ...... ..... Thanks for your terrific service .....
Asked by Garth on May 12, 2026
5i Research Answer:

MU is seeing a (needed) correction today and we would remain comfortable buying. It is very cheap, and the process of multiple expansion does not change in one day. We have many comments posted.

SHOP we also have comments posted; we think it remains attractive and the company is spending for future growth. This is probably the correct move but short term investors do not like it.

PNG has been weak on no news. But a new contract should spark more interest. It has a good moat and good customers and still looks good to us.

MSFT is similar to others, where it is spending money now for the future. As a $3 trillion company it is of course harder to compare with the smaller companies. We think it is fine, but would agree that the others have more potential over the next couple of years. In a bad market or bad economy, though, MSFT will likely hang in there better than the others. But we would be fine with a MSFT to MU swap. 

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