I’ve added to my Microsoft position, confident in its long-term advantage in cloud computing. While rivals like Amazon and Google grow fast, Microsoft’s comprehensive suite of corporate software deeply strengthens its cloud presence beyond just AI. Azure’s recent outperformance highlights this edge—especially as Amazon’s cloud stumble led to an 8% drop in its stock. Even with Microsoft’s P/E multiple rising above 33, the valuation seems justified. It’s not just about AI; Microsoft has multiple growth engines firing simultaneously across enterprise and cloud segments.
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- BlithePullan·2025-08-07It's great to hear you're bullish on MicrosoftLikeReport