On Thu, US market was down across the board but MSFT managed to rise by +2.54% ($499.86).
For Fri, US Composite futures are positive for Nasdaq. Will this boost MSFT to rise higher?
Before you reply, latest news is 70% of MSFT AI revenue (US$24.1 billion) comes from OpenAI, highlighting co-dependence on ts close partner.
Short-term, it validates MSFT huge infrastructure buildout. Long-term, it's risky due to extreme customer concentration.
Don't be surprised that MSFT may pull back today. Just don't assume it's a Buy ok.
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