MSFT — All updates

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.

This may not mean much to Meta and Microsoft given their strong technology there, and even Amazon, but smaller competitors may be able to take advantage of it.

Now we move on to Microsoft. The stock started at $510. The stock fell 2% this week to $499. This comes as Stifel raised its target price for the stock based on improvements to Copilot and artificial intelligence.

This is what I generally see happening with Microsoft.

Apple and Microsoft have taken radically different approaches to the artificial intelligence boom . Microsoft has invested hundreds of billions of dollars in building data centers and investing in strategically important companies such as OpenAI.

So, given these two very different approaches to the AI boom, which of these two companies is the better stock to buy right now? Over the past decade, Apple and Microsoft have done an excellent job of increasing revenue.

To say how much you hate Microsoft. Suddenly we were We talk about it, and we talk About it, then it comes The elections are going ahead, and... Someone is back talking about it.

Is there a difference? Among companies like Oracle And Microsoft? certainly. Microsoft "and Johnson & Johnson" They are the only two names The two remaining in the market Rated AAA.

Uh Microsoft upright at the open. That's interesting, too, because I wonder how software versus hardware is going to do here today.

Microsoft has launched a major new initiative embedding 6,000 engineers directly with customers to deliver measurable business outcomes. Additionally, the management team highlighted that its Azour AI business added $50 billion in backlog in just over 3 months.

But does all of this make Microsoft stock a buying opportunity? Throughout this disruptive AI technological boom, Microsoft has delivered continued revenue growth. In the most recently completed quarter, its revenue growth approached 20%.

Over the many years, its revenue has grown from roughly $75 billion in 2017 to over 332 billion in the most recent trailing 12-month period.

we generally see Amazon Web Services, Microsoft Azure and Google Cloud controlling a similar mix of AI lab compute spend in the next 2 years before this shift to backs stopped infrastructure kicks in.

Aka Amazon, Microsoft and Google have pricing power now for their labs, but after that that pricing power moat might go away.

So, we'll start with the name that probably we're all familiar with, Microsoft. And I think the chart of Microsoft is an important one to watch, not just for the individual stock, even though I would say out of the sort of magnificent seven or what my viewers have asked me to uh to start calling Dave's dirty dozen, I think that was a great uh great idea of uh of 12 key uh stocks and ETFs to track in the growth space.

Uh next up, we've got MSFT. Look at Microsoft pushing up nicely today amongst the sea of red that we already did cover here on the charts. Great gains here for a mega cap.

That also should be news to you, folks, that when we are under some severe selling pressure, yes, the mega caps can get hit, but they are also a likely first place of safety for investors to go to since they do have very deep pockets, and they do also generate fantastic revenue, and they've got a lot of participation with market investors wanting to ensure these prices maintain.

How much does Microsoft? They're spending billions of dollars on capex. How much does this make?

I think Microsoft's OPEX is like 150 billion Microsoft, Google, Amazon, Meta, cranked up prices, changed ad auction stuff.

Analyst expectations uh from like UBS, Barkclays and uh Wells Fargo have $440 billion of cloud revenue across Google, Amazon and Microsoft coming just from open air and anthropic to unprofitable startups who need to constantly raise money