$Microsoft(MSFT)$ Glad to see Gates is finally done selling the stock. I kind of feel like there's some personal issue between him and Nadella. Honestly, among the hyperscalers, it feels like the most undervalued one to me.
$Microsoft(MSFT)$ Similar to Boeing's success story, Microsoft has recruited a significant workforce from India to reduce its development costs. I expect to see some positive results from the highly efficient work delivered by their Indian team.
$Microsoft(MSFT)$ With a TTM PE ratio at just 24.68, MSFT looks like a solid opportunity. The full impact of AI will take some time to materialize, but it's coming. For those who can be patient, the potential upside seems to be on the horizon.