MSFT

"Amazon Web Services, hosts five quantum hardware providers on a single cloud platform, and Microsoft Azure hosts four of them."

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"Microsoft"

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"DCF models like Simply Wall Street's calculate Microsoft's fair value to be around $450 per share, with some analyst price targets over $500. That means Microsoft is anywhere from 17 to 25% undervalued, giving it anywhere from 20 to 33% upside from today's prices."

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"Microsoft, it's a new position in a beaten down mega cap software leader."

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"Microsoft going to do the same exact thing."

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"Microsoft five,"

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"Microsoft .65,"

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"We see a big trim, a [501s] trim from Microsoft"

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"Do I need it to go to a,000 to $1,500 or whatever? No. Can I take profits? Definitely. Will I be sad if I miss some more upside here? Probably not. Did quite well with that position. I think there are some other names out here where I don't have to think about are reaching the top, are we not reaching the top? Some people would like to catch every top possible that's completely fine. The way I manage it is is a bit different has been working and so right now I think it's for me personally time t"

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"And this is exactly why Microsoft, Google, and Amazon, they're all signing nuclear power purchase agreements for their data centers right now."

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"it's really Amazon, Microsoft, and Meta. Those are the companies that I think are looking the cheapest and offering the most value to get exposure to the growth of artificial intelligence."

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"Companies like Microsoft and Google are like eight to [218s] 10 times sales. Now, again, what's the [221s] story behind Adobe right now? Well, the [222s] business is bad. AI's going to replace [224s] it. Maybe. [226s] But I look at this going, [227s] "Damn, you know, it reminds me a lot of [229s] Microsoft back in In [230s] when people were telling me it was a [231s] dead company.""

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"The investors who bought Microsoft, Amazon, and Apple in '02 and '03 at the depths of the fear made extraordinary money."

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"And Google thinks that they could grow 48% year over year, faster than Amazon or Microsoft."

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"Amazon, Google, Microsoft, and Oracle have all lined up to deploy it in the second half of this year."

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"Microsoft two."

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"I mean, have you canceled your Microsoft subscriptions? Probably not, right? Because the reality is that yes, it is much much easier to make software nowadays, but to acquire millions of subscribers like Microsoft has, that is just as hard as it was before."

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"Microsoft two."

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"Microsoft 16.8%"

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"Michael Bur has called Microsoft a beaten down mega cap software business."

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"And then there's the cloud infrastructure providers, Amazon, Microsoft and Google."

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"Microsoft catching a bit today. And this [286s] is the crazy thing. It seems like [287s] Microsoft is being put in the same [290s] basket as software name."

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"year-to-date a Microsoft is down. A Meta is down. SoFi is down."

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"We then have new Figma applied material all after the and the local all after the close on Thursday."

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"Yes, okay, [292s] Microsoft is the largest software [294s] company on the planet, but still [296s] for Microsoft the stock to be put in the [298s] same basket as the others, to me that [300s] just doesn't make much sense."

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"But the bare [868s] case is the flip side of that. Competing [870s] with AWS, Microsoft, and Google on cloud [873s] infrastructure might force their margins [875s] to stay low forever."

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"If you're holding Tesla or Amazon as part of a Mag 7 thesis, and assuming they're roughly interchangeable with Nvidia or Microsoft, the numbers say otherwise."

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"The first one, and this is number one by far, it's Microsoft. Microsoft is still down 10% year-to-date despite the S&P going up and the Nasdaq and everything else."

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"Microsoft. Now this one's kind of been doing the opposite of Google right getting beaten out as part of this SAS apocalypse crap or whatever the heck the case is. Uh, you know, it's definitely getting to that point where it's starting to get really, really interesting with Microsoft. I understand depending upon your stance and depending upon where you quote unquote get your news from, open as the worst ever, the best ever, or uh, you know, whatever the case is. I'm not going to go down any of th"

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"All right, next up, Microsoft. Now guys, [792s] Microsoft has gotten beaten up with the [793s] rest of the software business over the [795s] past year. I know it was down like over [797s] 30% from its highs at one point. But let [800s] me ask you a question. Do you really see [802s] a world without Microsoft in it?"

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"custom ASICs for Broadcom, Marvell, Google, Amazon, and Microsoft."

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"Microsoft two,"

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"For example, my individual investments in stocks like AMD, Nvidia, Google, and Microsoft over a decade ago have had three to 10 to sometimes a hundred times better returns than the total market index fund."

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"What did all the companies do? Meta 3 to five, five and a half, Google 3 to six, Microsoft 3 to six, Amazon four to five, not that much."

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"Microsoft has been trading at its 200-week moving average for the first time in over 13 years."

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"Microsoft earned five points, a disciplined, high-margin cash machine that loses this fight only because Nvidia happens to be in it."

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"I don't remember if he expected Microsoft to get there too, but Microsoft is some you know, some distance now. Like you mentioned Open AI, but Open AI has been seen as a negative. The exposure of Microsoft along with the worries about a gigantic AI and the impact of the software space. That's really dinged dinged Microsoft this year."

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"year-to-date a Microsoft is down. A Meta is down. SoFi is down. Financials are down."

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"Microsoft five,"

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"Microsoft takes second,"

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"Amazon, Microsoft, Google, and Meta Platforms are the companies that buy Nvidia's chips."

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"Meta also underperforming in my opinion, but still very cheap."

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"Microsoft is next at 39%,"

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"Microsoft is 15.26%"

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"Mythos was given to companies like AWS, Apple, Broadcom, Cisco, and CrowdStrike, Google, Microsoft, Nvidia, and Palo Alto Networks."

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"You look at Microsoft, Meta, even OpenAI, these are all software executives."

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"Microsoft three,"

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"Microsoft reported 39% Azure growth and $51.5 billion of Microsoft Cloud revenue."

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"Closed out completely [1001s] of the Microsoft position. Bill Gates [1005s] closed out the Microsoft position"

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"Microsoft, enterprise software, cloud infrastructure through Azure, and a deep partnership with OpenAI."

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"Microsoft going to do the same exact thing."

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"Companies like Microsoft and Google are like eight to 10 times sales. Now, again, what's the story behind Adobe right now? Well, the business is bad. AI's going to replace it. Maybe. But I look at this going, "Damn, you know, it reminds me a lot of Microsoft back in In when people were telling me it was a dead company.""

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"Microsoft is gone, though. You can look [1032s] at the activity here. Microsoft, adios. [1035s] Sold 100% of that."

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"completely sold out of Microsoft"

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"Stock number three is Microsoft. Now, I put this one on this list because for me, it's the easiest example of hitting all four of the pillars, right?"

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"Microsoft 8% from all-time highs"

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"talking about the CPU side of things and Nvidia is not in this conversation right now, but I do think that they're going to talk about the CPU side of things during the earnings call just so the market remembers that Nvidia is also quite a a big player there. Now, do I think that this is still one of the most important names that will report? Yes, probably."

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"Microsoft takes third."

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"The hyperscalers, Microsoft, Amazon, Google, Meta, and Oracle are spending over $700 billion on AI infrastructure this year."

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"Amazon, Microsoft, Google, and Meta Platforms are the companies that buy Nvidia's chips."

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"they [378s] believe that now Microsoft is the [380s] undervalued name here. And so, Microsoft [383s] is the new addition to the portfolio,"

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"Microsoft 82%"

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"Think about this like companies like Microsoft in it, Adobe, companies like that. They absolutely got hammered."

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"Their custom accelerator chips are built specifically for hyperscalers like Amazon, Google, and Microsoft to run their own AI workloads."

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"And the major tech companies, don't think that they're just going to be left out. Microsoft, Google, and Amazon have the resources that I'd argue dwarf Tesla's if they decided to enter a high-margin industry."

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"Mythos was given to companies like AWS, Apple, Broadcom, Cisco, and CrowdStrike, Google, Microsoft, Nvidia, and Palo Alto Networks."

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"AWS also [483s] strongly accelerated, but Azure isn't [486s] seeing the same acceleration as AWS and [489s] Google Cloud, which is why I think [491s] Microsoft stock did not respond well [493s] after earnings."

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"Microsoft sits at 16.5%"

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"Mr. Softy Microsoft's revenue growth this year is expected to be 17 and a half%."

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"Everybody check out Microsoft. Ticker symbol MSFT. Okay. Microsoft guys is currently 421 once again woke up from the dead been the most dormant of all the stocks because there's been a there's been an exodus on software companies."

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"The hyperscalers, Microsoft, Google, and Amazon, form the platform layer of Anthropic's Project Glass Wing."

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"something like Microsoft, if you get in that, that's a much more quality play compared to this right now."

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"Microsoft, it's a new position in a beaten down mega cap software leader."

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"Microsoft and Alphabet each scored five points,"

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"Microsoft's entire global data center footprint was estimated to be 5 to 6 GW in 2024. Again, in 2024, Microsoft's entire global data center footprint was estimated to be between 5 to 6 GW"

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"The last thing I bought was the week before, and that's new, Robin Hood, and Meta."

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"Microsoft at 31.5%,"

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"Tech giants like Microsoft are now buying up entire nuclear plants just to keep their AI dreams alive."

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"Microsoft follows at 25.3%."

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