March 28, 2026
Mr. Softy's Fall from Grace
Dear Subscriber,
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| By Jim Nelson |
Big tech stocks continued to decline this week. But here at Weiss Ratings, one of the Mag 7 is starting to really show its problems.
Microsoft (MSFT) has been under pressure all year with the sell-off of software companies facing competition from AI.
The idea goes that AI can replicate many software products, essentially drying up their business moats.
Michael A. Robinson says that’s not the whole truth:
Not long ago, I wrote about a new trend in artificial intelligence called “vibe coding.”
The idea is simple: instead of writing traditional code, a user describes what they want and an AI model builds the program.
For personal tools, it’s impressive.
Someone can create a simple app to organize a calendar, track expenses or automate a small task.
But that’s a far cry from building the kind of global platforms that power today’s software economy.
Think about what it takes to run a modern digital advertising engine.
You’re not just writing code.
You’re processing enormous streams of data, analyzing billions of interactions, optimizing campaigns in real time and connecting advertisers with users across millions of mobile devices.
He even shares a company that’s been hit in this sell-off but has a bright future in a $1 trillion market.
Still, Microsoft remains in trouble. But it’s from a different direction.
It had been riding the coattails of the AI boom for the past few years. But it isn’t keeping up with its Mag 7 brethren.
And this week, our ratings issued a warning.
Microsoft fell out of “Buy” territory. That’s actually our second downgrade of its stock this month.
Of course, its current “Hold” designation doesn’t mean you should panic sell.
Though you would be smart to reallocate some funds you might have in Mr. Softy into other stocks.
Specifically, Michael has three lined up for you. This is all part of what he says is Phase 2 of AI.
While Microsoft and the rest of the Mag 7 are still good companies at their core, their day is done.
He will reveal which companies his brand-new indicator is telling him to shift into on Tuesday, March 31, at 2 p.m. Eastern.
You can grab your spot to hear it directly from him LIVE here.
He’s not the only one with something big on their radar. Here’s what the rest of your experts are looking at …
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Have a great weekend!
Jim Nelson
Managing Editor, Weiss Ratings Daily
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