Microsoft's role in an AI agent world is a problem for them, says Intelligent Alpha's Doug Clinton

So, now let's bring in Doug Clinton. He's the founder and CEO of Intelligent Alpha. I know you don't own either Meadow or Microsoft directly, but you got to be concerned by the direction of both of these stocks. No, >> I wouldn't say overly concerned, Scott. And the reason is if you think about both of these cases, I I think you can explain why both stocks haven't really done so well in the recent past. For Microsoft, as D mentioned, peaked kind of in October. I think that corresponds with some of the issue ...