Microsoft and Nvidia finally became cheap enough for this value investor – and he plans to buy any dips

Cnbc · 🇮🇷 public Iran · Apr 29, 2026 · 772 words · By Sarah Min

Stock Valuation Value Investing AI Market Trends

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What to know about Stock Valuation

One value investor who envied the yearslong rise of artificial intelligence darlings Microsoft and Nvidia has finally found their prices compelling enough to snap up earlier this year.

Claims checked 17

Techniques found 1

Topics 3

Coverage spectrum

Coverage gap: Low Left coverage

Left0%

Center100%

Right0%

1 source compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

One value investor who envied the yearslong rise of artificial intelligence darlings Microsoft and Nvidia has finally found their prices compelling enough to snap up earlier this year.

Why it matters

Chris Grisanti, chief market strategist at MAI Capital Management, oversees the MAI Focused Equity Strategy, which has $3 billion in assets under management.

Common ground

This strategy, which is for separately managed accounts, is concentrated in just 21 names that are typical of a value fund.

Perspective signals

The tension in the story is sharpened by Loaded Language: language that can make the dispute feel more urgent, personal, or adversarial than the underlying facts alone.

Follow-up questions

What new context would change how readers understand this Stock Valuation story?
What evidence would most clearly confirm or weaken the claim that This strategy... is concentrated in just 21 names?
How does this story connect Stock Valuation with Value Investing over the next few days?

open_in_new Read the original article: https://www.cnbc.com/2026/04/29/microsoft-nvidia-became-cheap-enough-for-this-va…

psychologyPropaganda Techniques Detected

eFinder identified 1 propaganda technique in this article. These signals explain how wording, emphasis, or missing context can shape a reader's interpretation.

warning

Loaded Language 70% confidence

Using words with strong emotional connotations to influence an audience.

Found in this article: eFinder flagged this technique because the story's framing or source language may guide readers toward a particular interpretation. Review the claim checks and evidence below to separate what is directly supported from what is implied by wording or emphasis.

Why it matters: Recognizing loaded language helps readers compare the article's framing with the underlying facts and with coverage from other sources.

fact_checkClaims Checked

eFinder analyzed this article and checked 17 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

schedule Pending 7

info Single Source 6

help Insufficient Evidence 2

check_circle Corroborated 1

verified Verified 1

info

Claim 1: “This strategy... is concentrated in just 21 names”

SINGLE SOURCE

The provided web results for this claim are irrelevant (referring to AI image generators or general company descriptions) and do not mention the number of holdings in the Focused Equity Strategy.

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web search NEUTRAL — We would like to show you a description here but the site won’t allow us.
https://mail.google.com/mail?hl=en

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web search NEUTRAL — Mar 19, 2026 · Today, we’re announcing MAI-Image-2 — pushing MAI into the top three text-to-image labs in the world on the Arena.ai leaderboard. You can try it now in the MAI Playground, where you can…
https://microsoft.ai/news/introducing-MAI-Image-2/

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web search NEUTRAL — MAI Capital Management empowers you to simplify, protect, and grow your wealth. We are celebrating 50 years of taking care of our clients, each other, and our community.
https://mai.capital/

schedule

Claim 2: “Microsoft reports Wednesday after the close.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info

Claim 3: “Nvidia is higher by more than 13% year to date”

SINGLE SOURCE

While one source mentions Nvidia's market cap as of April 27, 2026, there is no specific data provided in the evidence to confirm the exact year-to-date percentage increase of 13% for 2026.

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web search NEUTRAL — View today's NVIDIA Corporation stock price and latest NVDA news and analysis. Create real-time notifications to follow any changes in the live stock price.
https://www.investing.com/equities/nvidia-corp

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web search NEUTRAL — View live NVIDIA Corporation chart to track its stock's price action. Find market predictions, NVDA financials and market news.
https://www.tradingview.com/symbols/NASDAQ-NVDA/

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web search NEUTRAL — NVIDIA has a market cap or net worth of $5.26 trillion as of April 27, 2026. Its market cap has increased by 100.51% in one year.View and export this data all the way back to 1999. Sign Up Today. Mark…
https://stockanalysis.com/stocks/nvda/market-cap/

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Claim 4: “Chris Grisanti, chief market strategist at MAI Capital Management, oversees the MAI Focused Equity Strategy, which has $3 billion in assets under management.”

CORROBORATED

Multiple web sources confirm Chris Grisanti's role as Chief Market Strategist at MAI Capital Management and his supervision of proprietary equity portfolios. While the specific $3 billion AUM figure isn't explicitly in the snippets, his role and the existence of the Focused Equity Strategy are confirmed by LinkedIn and the MAI Capital Management website.

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web search NEUTRAL — As Chief Equity Strategist and Senior Portfolio Manager at MAI Capital Management, I help…At MAI, we define #alternativeinvestments as anything that falls outside of traditional equities and fixed inc…
https://www.linkedin.com/in/chris-grisanti

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web search NEUTRAL — Chris Grisanti, JD, CFA. Chief Market Strategist & Regional President, Senior Managing Director.Supervises the proprietary equity portfolios within MAI while also providing an outlook on the equity ma…
https://mai.capital/team/chris-grisanti/

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web search NEUTRAL — The MAI Focused Equity Strategy strives to identify companies that can sustain high returns on invested capital. The focus of our research is the sustainability of those returns over the longer term.
https://maiinvest.com/investment-strategies/focused-equity/

schedule

Claim 5: “Nvidia is set to report results on May 20.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 6: “Nvidia, which recently closed at a record and pushed its market cap over $5 trillion”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info

Claim 7: “Nvidia is now his fourth-largest holding, while Microsoft is his third.”

SINGLE SOURCE

The provided evidence does not contain the portfolio holdings or the ranking of stocks within the MAI Focused Equity Strategy.

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web search NEUTRAL — We would like to show you a description here but the site won’t allow us.
https://mail.google.com/mail?hl=en

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schedule

Claim 8: “average P/E of around 25-times over the last six years [for Microsoft]”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 9: “Grisanti said that he likes the stock given that it's now trading at 19.6-times next year's earnings”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

help

Claim 10: “The stock [Microsoft] is also a dividend payer, with a modest current yield of 0.9%.”

INSUFFICIENT EVIDENCE

No evidence was found for this claim in the provided search results.

info

Claim 11: “Microsoft is down more than 12% this year”

SINGLE SOURCE

The search results provide general stock price pages for Microsoft but do not provide the specific year-to-date percentage change for 2026 to verify the 12% decrease.

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web search NEUTRAL — Find the latest Microsoft Corporation (MSFT) stock quote, history, news and other vital information to help you with your stock trading and investing.
https://finance.yahoo.com/quote/MSFT/

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web search NEUTRAL — Discover real-time Microsoft Corporation Common Stock (MSFT) stock prices, quotes, historical data, news, and Insights for informed trading and investment decisions.
https://www.nasdaq.com/market-activity/stocks/msft

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web search NEUTRAL — The average Microsoft stock price for the last 52 weeks is 396.62.
https://www.macrotrends.net/stocks/charts/MSFT/microsoft/sto…

help

Claim 12: “Microsoft's... cash pile of roughly $89.5 billion as of the December 2025 quarter”

INSUFFICIENT EVIDENCE

No evidence was found for this claim in the provided search results.

verified

Claim 13: “The stock [Microsoft] remains below its 200-day moving average”

VERIFIED

One of the search results explicitly states 'MSFT 200-day SMA is +10.78 % above its current market price', which means the current price is below the 200-day moving average.

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web search NEUTRAL — MSFT 200-day SMA is +10.78 % above its current market price
https://wallstreetnumbers.com/stocks/msft/moving-average

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web search NEUTRAL — Explore Microsoft (MSFT) technical analysis, including RSI, 200-day and 50-day moving averages, and key indicators.
https://www.investing.com/equities/microsoft-corp-technical

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web search NEUTRAL — For example, a 9-period moving average is the average of the closing prices for the past 9 periods, including the current period. For intraday data the current price is used in place of the closing pr…
https://www.barchart.com/stocks/quotes/MSFT/technical-analys…

schedule

Claim 14: “in the first quarter [of 2026] when it [Nvidia] dropped more than 6%”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 15: “the stock [Nvidia] is now trading at 18 times next year's earnings.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info

Claim 16: “Grisanti said he's never owned Nvidia, and that he hasn't owned Microsoft in 10 years.”

SINGLE SOURCE

The evidence shows Grisanti discussing tech laggards and the AI trade, but there is no independent corroboration of his specific historical ownership (or lack thereof) of Nvidia and Microsoft over the last 10 years.

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web search NEUTRAL — Chris Grisanti, chief equity strategist at MAI Capital Management and Andres Garcia Amaya, CEO of Zoe Financial, joins 'The Exchange' to discuss whether the ...
https://www.youtube.com/watch?v=kbQNd4CProo

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web search NEUTRAL — View Chris Grisanti, JD, CFA’s profile on LinkedIn, a professional community of 1 billion members.We are thrilled to share that MAI Regional President John Dovich, ChFC®, CLU® has been ranked second i…
https://www.linkedin.com/in/chris-grisanti

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web search NEUTRAL — On June 17, Christopher Grisanti, co-founder at Grisanti Capital Management, was interviewed on Bloomberg Television’s “Bloomberg Surveillance.” He discussed his oil investment strategy as crude...
https://www.insidermonkey.com/blog/christopher-grisanti-on-t…

info

Claim 17: “in the first quarter of 2026, Grisanti said that he bought into two notable beneficiaries of the AI trade, Microsoft and Nvidia”

SINGLE SOURCE

Web results confirm Chris Grisanti discusses Nvidia and Microsoft on CNBC and other platforms, but there is no independent corroboration of the specific timing (Q1 2026) or the specific action of buying into them at that exact time across multiple sources.

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web search NEUTRAL — Chris Grisanti, Mai Capital Management chief market strategist, joins 'The Exchange' to discuss markets, whether he thinks investors should buy Nvidia, and m...
https://www.youtube.com/watch?v=FLV61g3zJWo

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web search NEUTRAL — Christopher C. Grisanti's CIK is 0001714888. Past Insider Trading and Trends. 2022 was Christopher C. Grisanti's most active year for acquiring shares with 3 total transactions. Christopher C. Grisant…
https://www.benzinga.com/sec/insider-trades/0001714888/Chris…

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web search NEUTRAL — Chris Grisanti, MAI Capital Management chief market strategist, said in a latest program on CNBC that the market is going through a shift towards value stocks from growth stocks.They want to hear Amaz…
https://finance.yahoo.com/news/analyst-says-nvidia-nvda-inve…

info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.