How Rich Habits’s view on $MSFT changed

Channel profile →This channel has 4 credited speakers: Andy Jassy, Deutsche Bank analyst, Wall Street, Wall Street favorites.com / 'We both'2 entries

2026-09-15Bullish

“When Should I Take Profits From Investments as a High Earner?”

Hold MSFT long-term; no intention to sell based on belief in the company.

That's my Nvidias, my Microsofts, my AMDs, my Teslas, my Amazons, all that stuff. I don't plan to sell those shares. I believe in those companies for a very, very long time.

Watch the source01:52

2026-07-31Bullish

“Situational Awareness' Collapse, Big Tech Earnings & The Fed”

MSFT proves AI thesis via revenue growth outpacing costs and Azure acceleration; speaker holds and buys more.

You go look at Microsoft and Meta and Amazon. They're importing hundreds of billions of dollars of semiconductor equipment and telecom equipment and things of that nature. But Microsoft just posted $90 billion in quarterly revenue.

Their cloud business just hit a hundred billion in annualized revenue.

Watch the source07:27