MSFT 全部观点

As you know, the beginning of this year was terrible for many of our accounts because we own Microsoft shares, and I felt like an idiot when it dropped from 579 or whatever price it was to whatever level it reached.

But, as you know, she's back now. I would never have known when to buy it back, even if I had been smart enough to sell it at the top, which is impossible, and then buy it back at the bottom.

My clients' situation would have been much worse. So, you just have to stick to it unless things get grossly overvalued, which, as you know, is possible.

Microsoft has received a sign of confidence from Stifel, which upgraded the tech giant to a 'buy' rating from 'hold'. The company raised its price target from 530 to 575. This means it is about 15 percent higher than yesterday's closing price.

Stifel expects strong growth in Microsoft's Azure cloud business and increasing use of Copilot and GitHub.

Let's focus on Microsoft 's annual chart . Its shares have fallen 2% year-on-year, but are up 40% from their lows in late June. We recall that we saw a significant decline, but it recovered from those low levels as investors, including Microsoft, became more interested in the software sector .

The company made good profits, and its shares received a positive recommendation this morning.

I believe that Microsoft remains a key element in the entire artificial intelligence ecosystem. To such an extent that Azure's AI architecture is a major catalyst for the growth of enterprise cloud computing.

This is evident from Microsoft's allocation of US$116 billion to venture capital in building artificial intelligence infrastructure, an increase of over 80% year-on-year. This figure includes custom- designed silicon chips , as well as the expansion of graphics processing unit (GPU) clusters implemented by the company.

Growth may then slow down at a time when technology giants such as Microsoft, Amazon, Meta, Oracle, and SpaceX are investing enormous sums in artificial intelligence infrastructure.

if you look at my most important investment assets, you'll find that they usually tend to be Microsoft, Google, and Amazon. These are the giants in whom I already put most of my money .

The reason is that I feel the bigger they get , the more impregnable and difficult their competitive trenches become to penetrate.

Microsoft can spend, and I mean Google will outspend everyone on this . And they are capable of doing that. I mean, I don't think there's anything, unless Sam continues to be as impressive as he seems when he's raising money.

And that he can actually spend $1.4 trillion. So, Google will spend to make sure that it is the one that wins this . But all the CEOs said, "Look, we probably don't all need to do that."

We don't need five of these things. We don't need seven or whatever the number may be. Therefore, it is clear that certain segments of society will be the winners. Since they generate a lot of money and are already large in size, they will continue to grow and generate increasing revenue from this.

Palanteer is generating a tiny fraction of the overall revenues that Microsoft is generating, but is already earning a profit margin, depending on the metric you look at, better than Microsoft.

Does that make Palunteer stock a better buying opportunity than Microsoft stock at current market prices? Microsoft generated $332 billion in revenue over the trailing 12-month period.

Palunteer a tiny tiny fraction of that at 6.156 billion.

And in fact, uh, this morning, Microsoft also published their own kind of internal, uh, AI use when it comes to, uh, human intervention as well. That came out at around 9:00 a.m. Eastern time.

But um back to Microsoft. Yeah, interesting that you point out the uh code of conduct as well because I think it's a very long piece and I haven't managed to get across all of it, but the takeaway really feels like it's people over AI right now.

It's humans over the technology and I think that's sort of what they're getting at here.

and Microsoft we're actually seeing some of the mag 7 you know the sort of before AI became the number one topic. Some of these Mag Seven names are actually holding some up arrows today while many other names are down five and 8% this morning.

In fact, a Microsoftbacked OpenAI agents did have a link to a cyber attack which I thought was interesting, but what do you think about a name like Microsoft for example? Are you are a fan or worried?

I put this interview up against Satya Nadella. So, I also have exposure to Microsoft, but Satya has been the kind of guy that's like, "Look, if our investments to Open AI go to zero, it's fine.

We we'll be okay." Which to me suggests he's also wanting to be a little conservative when it comes to artificial intelligence.

That's still Google, Amazon, Microsoft. What a great phenomenal group of core stocks there for to be the top three.

And number three is one of my biggest holdings as far as individual stocks goes, and this is Microsoft. It combines an incredibly durable software ecosystem with Azure and AI, giving it multiple powerful engines for long-term growth and cash flow.

It's not simply investing in AI. It controls much of the infrastructure, cloud platform, developer tools, and software where businesses will actually use AI.

but it might be looking good at Microsoft, right? You got that buy sell signal over here and oh now it's still sitting on a sell signal. How did Microsoft do this week? Down 2.59%. Down 2.59%.

Moving on to Microsoft s the week at 492, but shares steady climb up almost 1% this week at 496. Microsoft was also at this Goldman Sachs conference and they are planning to triple its data center capacity to more than 38 gawatts by 2032. That's up from 12 gawatt currently.

The company is still planning to stay cash flow positive, whatever that means. Given the fact that, you know, even a billion dollars of free cash flow is positive on a $3.6 trillion company.

That's certainly not a lot. Although they are still committing to that.

if you look at some of the major players out there, whether it's Microsoft, Google, or Broadcom, they represent 18 % of the total Standard & Poor's market. So when you buy any of these stocks, or all three together, you are actually betting on the supply chain.

You know that Microsoft doesn't need artificial intelligence to function. It is essentially an accelerator. So it's a great company, and I've been saying all year that it's undervalued, and we've seen it rise recently.