D-Castro
189 posts

D-Castro
@DavidCastro9989
40 Years of experience in managing people, running and restructuring companies, Wile bringing in large profits to organizations.

Microsoft's hidden gem is Cybersecurity. Cybersecurity generated $37B in revenue, over 12% of total Microsoft revenues in 2025. That's larger than Crowdstrike and Palo Alto combined. $MSFT $CRWD $PANW



US technology stocks have rarely ever been this cheap: The S&P 500 Information Technology index is now trading at just a 4% forward P/E premium to the S&P 500, the lowest since January 2019. This percentage has fallen -32 points since October 2025, one of the largest discounts on record. In other words, tech stocks are the cheapest relative to the broader market in 7 years. By comparison, the technology sector was ~47% more expensive than the S&P 500 at the June 2024 peak. Tech stocks are now on track to become cheaper than the S&P 500 for the 1st time since 2017. Is it time to buy tech?



















