$Microsoft(MSFT)$ Microsoft is

Microsoft is navigating a period of high capital expenditure for AI infrastructure, which is both a key bullish driver and a source of short-term bearish pressure. The company's core cloud business (Azure) is showing strong growth, and massive AI-related orders point to a robust future.

MSFT

05-07 22:50

USMicrosoft

Side	Price \| Filled	Realized P&L
Buy Open	424.64 0	-2.24% Holding

Microsoft

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Comments

winzy
05-08 11:42
winzy
Capex pain now, but Azure and those AI orders feel hard to ignore. I’m holding Microsoft too, anyone else just sitting through this?
Brando741319
05-09 00:22
Brando741319
Good

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