Hmm, MSFT is a bit over the price at which I sold half of my shares a year ago. I had been holding on because I thought there was a reasonable chance that Satya ‘pump and dump’ Nadella would get to 600 before the bubble burst but now I’m wondering if I should just sell now. I don’t like to guess what will happen after the crash. In the .com burst, MSFT lost half of its share value quite rapidly and didn’t recover for a decade. Microsoft was not one of the tech companies least exposed during the .com bubble, whereas they’re one of the most exposed in the AI bubble. If the market were rational, they’d lose over 70% of their value in the crash. But if the market were rational, the bubble wouldn’t be a problem in the first place.