Don Nesbitt, a prominent investor in Microsoft (MSFT), has stated that the recent sell-off in big-tech companies is an opportunity to buy. He believes that while AI's potential to disrupt traditional business models is a concern, it is a significant opportunity for Microsoft as a long-term winner due to its large customer base and extensive data management. Nestesthen, however, believes that the focus should instead be on the economy and bottom-line performance. Despite being down 18.21% year-to-date, MSFT rose 4.43% over the past year.