MSFT

"ليست مثل مايكروسوفت وجوجل اللتين تتمتعان بنمو ثابت"

"You're talking about Google, Meta, Amazon, Microsoft, and let's throw Oracle in for good measure."

"Microsoft Amazon Google 3 four years ago and way prior to that these companies were incredibly profitable but even more importantly they just threw off cash like crazy."

"Most of the company is coming from Amazon, Google, Microsoft and Nvidia investing in these companies and SoftBank."

"وميتا، ومايكروسوفت"

"شركات مثل Anthropic و OpenAI و Microsoft و Google هي من تدفعها للارتفاع"

"We've seen Microsoft do the same 35% or so from the bottom."

"We've seen that with Meta. We've seen that with Microsoft. We've seen that with Google."

"SpaceX up 1, Microsoft another 2, Apple up 2.5."

"Microsoft. Then more recently, we know that Microsoft went up. So automatically that doesn't make them a loser anymore."

"Microsoft as well, especially when it comes to enterprise."

"Meta, Microsoft, Apple, Netflix, Nvidia"

"So you can basically say Meta and Google and Amazon and Microsoft and OpenAI and Anthropic and these companies uh they're basically paying for the share buyback for Nvidia to do essentially right so it all ends up in a big share buyback, right?"

"like you look at Meta and Google and Amazon and Microsoft and all these companies these companies are basically spending every dollar that comes in right on Nvidia chips right out the other side, right?"

"ما هي النسبة المئوية التي تشكلها شركة مايكروسوفت من إجمالي سوق الأسهم الأمريكية؟ ... الإجابة هي 4.1% ... أضف إليها شركة "إنفيديا" وستصل إلى ذلك المستوى. لذا، شركتا "إنفيديا" و "مايكروسوفت" وحدهما تضعاننا في حجم ومستوى فقاعة "دوت كوم". الآن، الخبر السار هو أن " إنفيديا" لديها الكثير من الأموال. هل تعرفون من لا يملك الكثير من الأموال؟ مايكروسوفت. والآن أعلم أنني أنتقد سهماً أمتلك انكشافاً عليه، يا إلهي. ... لكن نعم، أنا منخرط في مايكروسوفت وأشعر بالسوء يا رجل. الأمور تصبح أكثر ضيقاً هنا. لنبدأ. لد"

"This morning we're looking at Microsoft. They still for the year have about $15 billion of free cash flow, but one thing that was really remarkable about Microsoft was that they don't actually have enough money to pay their bills right now for the year."

"We were actually analyzing Microsoft a little bit this morning and some of the strengths and weaknesses. Uh, and there are some hints inside of the Microsoft analysis that we were doing this morning"

"সত্য নাদেলা মাইক্রোসফটের কো-পাইলটে এজেন্ট যুক্ত করছেন।"

"মাইক্রোসফট"

"The other one is Microsoft. Microsoft, I own Microsoft. I talked about Microsoft. I really love Microsoft, but I would also put Microsoft in the wait category."

"like Microsoft trading at 24 times with better recurring revenues"

"I've got exposure to Meta, I've got exposure to Microsoft on this list. Those are the two I've got exposure to today."

"مايكروسوفت"

"صرحت كل من مايكروسوفت وأمازون بأن الطلب لا يزال يتجاوز العرض المتاح"

"تجاوزت سيسكو شركة مايكروسوفت لتصبح الشركة الأكثر قيمة في العالم"

"أكبر أربعة مستثمرين هم مايكروسوفت، وجوجل، وأمازون، وميتا بلاتفورمز."

"تمتلك مايكروسوفت عقود أعمال مستقبلية بقيمة 678 مليار دولار، بزيادة قدرها 84%على أساس سنوي."

"including Microsoft, Amazon, Google, and Meta"

"এখন, যখন আপনারা দেখেন যে মাইক্রোসফট, মেটা বা ওপেনএআই এআই পরিকাঠামোর জন্য প্রচুর, এমনকি বিপুল পরিমাণ অর্থ ব্যয় করছে, তখন তারা আসলে কী কিনছে?"

"কোনো না কোনো দৈত্যাকার প্রতিষ্ঠানের সাথে যুক্ত হয়ে গিয়েছিল, সেটা এনভিডিয়া (Nvidia), মাইক্রোসফট (Microsoft), কোর উইভ (Core Weave), গুগল (Google), বা অ্যামাজন (Amazon) যেই হোক না কেন।"

"The bullcase for holding cash generative leaders like Nvidia, Palunteer, Microsoft, and Google is their unmatched pricing power."

"When massive companies like Microsoft, Alphabet, and Meta turn on their industrial pumps to build data centers, they suck up all the pressure in the pipes."

"মাইক্রোসফট, তাদের অ্যাজুরে (Azure) ২০২৬ সালের এই অর্ধাংশ থেকে ফ্রন্টিয়ার মডেল ইনফারেন্সের জন্য হেলিয়াস র‍্যাক ডেপ্লয় করছে।"

"which are Amazon, Alphabet, Microsoft, Meta, and Oracle."

"And then last two, Microsoft. Microsoft here still expected to generate free cash flow, although that's going to be quite low, but return on invested capital is expected to remain flat for the next couple of years."

"Then all these great earnings that are expanded now because this is Microsoft's [snorts] gain from the valuation of open AI that then recursively purchases from Microsoft creating circular revenues and the profits are there."

"Satya Nadella said it plainly in November of 2025. Microsoft problem, in his words, is not a supply issue of chips."

"Amazon, Google, and Microsoft are all on track to spend about as much building data centers in 2026 as their entire cloud businesses bring in. Google Cloud, Microsoft, and Amazon together, they have nearly 1.7 trillion of work that customers have already signed up for."

"আমরা মাইক্রোসফট দিয়ে শুরু করব। গত বছরের নভেম্বরে, আয়রন মাইক্রোসফটের সাথে পাঁচ বছর মেয়াদী ৯.৭ বিলিয়ন ডলারের একটি চুক্তি স্বাক্ষর করে। মাইক্রোসফট এর ২০ শতাংশ টাকা অগ্রিম পরিশোধ করে।"

"the hyperscalers, Amazon, Microsoft, Google, and Meta platforms are on track to spend well over a trillion dollars on AI infrastructure"

"But the main reason why Amazon and Microsoft and all of them are hated is because they're spending so much on capex."

"Microsoft. Another great company, although it's not trading as uh what I would consider I feel like Google's the less risk of the two and has the more growth out of the two. But I can't argue Microsoft is a great company. They put up steady earnings. Again, they're going to be one of the winners in the AI race."

"A Meta, a Google, a Microsoft, an Amazon, even an Nvidia, these types of names. If they get even cheaper than where they are right now, yeah, I think that's that's a gift from the market."

"This is much wider range than a typical company like Google or Amazon or Microsoft where we can understand where their revenue is going to look like for the next 10 years."

"এরপরে রয়েছে মাইক্রোসফট (Microsoft MSFT)। মাইক্রোসফটের নিজস্ব সবচেয়ে বড় ক্লাউড প্ল্যাটফর্ম রয়েছে যা অ্যাস্ট্রা বিক্রি করে, তাদের নিজস্ব অফিস স্যুট আছে যেখানে অ্যাস্ট্রা কাজ করে এবং ওপেনএআই-এর বড় একটি অংশও তাদের মালিকানাধীন।"

"And on that front, Microsoft generated 161 billion over the last 12 months."

"Which phase of the business growth cycle is Microsoft in?"

"Anthropic has reportedly committed to over a hundred billion dollars with Amazon's cloud, 30 billion with Microsoft, up to 1.25 billion a month with SpaceX, tens of billions with AMD, and it's arranging a $10 billion plus loan on top of all that."

"Microsoft and Nvidia together committed up to 15 billion and AMD, the big chip maker, signed on as well."

"Google was up, Microsoft, Meta, cybersecurity names were up, actually, double digits, 15%, 14% this year."

"إذا ارتفعت الأسعار، كيف ستتعامل شركات مثل أبل وميتا وجوجل ومايكروسوفت؟ ستكون بخير. ستكون بخير تمامًا. لماذا؟"

"مايكروسوفت"

"ومايكروسوفت"

"I would have been looking at stocks like Google, stocks like Microsoft, just high quality long-term investments that can give me crazy compounded returns"

"If you put $10,000 into Microsoft stock at the start of the internet era, you'd have over $2 million today"

"Microsoft created dedicated Azure instances on top of Helios. specifically for agentic AI and data pipelines"

"ARM even collects royalties on the cores inside the custom chips of Amazon, Google, and Microsoft."

"This is because Google and Microsoft and all these companies reported huge gains in their open AAI and anthropic stakes."

"As a comparison, Microsoft sells for about eight or nine times revenue."

"I also own Microsoft and Microsoft Azour has a lot of exposure to LLM."

"مايكروسوفت، صعود مستمر نحو اليمين."

"Once Microsoft, Meta, Google, and Amazon finish building out their AI data centers, they shift from building mode to maintenance mode."

"Microsoft, Meta, Oracle, these companies are desperate for a second chip supplier so they're not completely dependent on Nvidia."

"Bull case number two, Google, Meta, Microsoft, they are all building AI chat tools."

"How does that compare with other companies? Great like Microsoft and Google, they're selling for eight to 10 times revenue versus 75 on Palunteer's side."

"لدى مايكروسوفت الآن أكثر من 30 مليون اشتراك مدفوع في مساعدها الذكي "كوبايلوت" وسجلت 40 مليون وكيل ذكاء اصطناعي."

"فكر في شركات مثل Salesforce و Adobe و Microsoft."

"مثل مايكروسوفت التي تضع الذكاء الاصطناعي أمام مئات الملايين من الأشخاص الذين تصل إليهم بالفعل."

"وحدها العملاقة "Microsoft" صمدت بشكل جيد نسبياً، ومع ذلك انخفضت 37%."

"حتى مايكروسوفت تقوم بنشر تقنيات AMD على نطاق واسع لذكائها الاصطناعي"

"أكبر تسع شركات سحابية في العالم، بما في ذلك أمازون، ومايكروسوفت، وجوجل، وميتا، وأوراكل، والعديد من الشركات الصينية الكبرى"

"Here you can see all of the holdings within QMVP, with the top ones being Microsoft, Apple, Amazon, Broadcom, Nvidia, Google, and Meta."

"One of them is Satya Nadella, the CEO of Microsoft. They signed a partnership with them to introduce HPC to the market."

"You get exactly what we saw with Microsoft this year."

"There's no Microsoft."

"It never owned Microsoft."

"We all know the hypers scale companies Microsoft, Amazon, Google and Meta Platforms."

"That growth is mostly driven by multi-year, multi-billion dollar contracts with massive companies like OpenAI, Nvidia, Microsoft, and Meta Platforms."

"Microsoft alone has multi-billion dollar contracts with all three Neoclouds. and Meta Platforms signed a $21 billion contract with Cororeweave and has a contract with Nebius that's worth up to $27 billion."

"And that's already won them two enormous contracts, a 5-year, $9.7 billion deal with Microsoft and a separate $3.4 4 billion deal with Nvidia."

"Nebus has $37.5 billion worth of contracted work on their books, including a $17.4 4 billion deal with Microsoft and a contract with Meta worth up to 27 billion."

"This game only comes out on PlayStation and Xbox. So, yeah, maybe you could look at Microsoft, but Sony gets a bigger impact."

"Microsoft was up"

"Now, the second one is Microsoft. Talked about Microsoft many times. It was my first time buying Microsoft this year and I recently trimmed a little bit of Microsoft and I would put Microsoft in the wait category cuz it's an amazing company."

"Meta has been making their own chips. Microsoft's making their own chips. Google's making their own chips."

"So 50 megawatt of ITA liquid cooled capacity delivered to Microsoft at children."

"التي تتدفق إلى كبرى شركات الحوسبة السحابية، مثل مايكروسوفت وأمازون وجوجل."

"We then have to talk about the clouds and the hyperscalers. So AWS, Microsoft, Google, Oracle and of course also the NeoCloud, a core reef and abuse."

"given that we discussed Microsoft how all the growth comes from entropic and open AI so fake revenues I'm putting at a high risk reward now from that perspective"

"Microsoft, Google, Amazon, and Meta are on track to spend a combined $700 billion or more on capex in 2026. And every single one of them has said the exact same thing. The risk of underinvesting in AI is bigger than the risk of overinvesting."

"Microsoft"

"And that is the reason why I am not buying Google or Microsoft and instead I am buying Amazon and Meta."

"now I'm not going to talk about Meta or Google or Amazon or Microsoft where the core business is already a very very good one I'm talking about those that do sell intelligence right and open AI Okay, an Antropic, maybe even Meta because Meta doesn't have right now a cloud business, but it does have a very very profitable core business."

"Now if we go and have a look at capex for Google, Meta, Microsoft, Amazon, SpaceX, Cororeeve, Nebus, Oracle."

"তিনি তার বিদ্যমান কিছু হোল্ডিং যেমন মাইক্রোসফট, উবার এবং মেটাতেও বিনিয়োগ বাড়িয়েছেন।"

"Companies like Microsoft and Google still rely heavily on outside chip makers to expand their business."

"the four largest hyperscalers, Amazon, Microsoft, Google, and Meta, are deploying a staggering $725 billion in combined capital expenditure."

"When Amazon, Microsoft, and Google lock in multi-year contracts because they literally cannot secure enough supply, the risk profile of these memory stocks completely transforms."

"Microsoft, Google, Amazon, Meta, the four richest companies in the history of companies. All of them are running out of it."

"Well, it goes to hyperscalers, Microsoft, Google, Amazon, Meta, the companies building AI data centers."

"Meta was the second most bought stock in the second quarter of 2026, right behind Microsoft with 14 super investors increasing their Meta position or starting a position in Meta altogether."

"I'm going with Micron and Microsoft."

"You need to be again keeping your eye on Meta, Microsoft, and Nvidia"

"I told you guys back then Microsoft was the best stock at $372. Well, since then Microsoft has done really well. It's up about 20% on the month and I no longer believe that Microsoft is the best quality stock to be looking into."

"Microsoft Bill's position also estimated growth on AI. We discussed this in a few videos. If 70% of revenues of growth are from just two customers, you understand the circle of financing. For me, it is too risky."

"Microsoft has capex problems."

"Hyperscalers like Google, Amazon, Microsoft, and Meta Platforms report their capex budgets every quarter"

"Then look at enterprise titans like Microsoft and Amazon, which turn massive cloud growth into 30% plus pure cash flow margins."

"As for Microsoft, barely anyone touched this. One buyer, one seller."

"then we have TSM, Core Weave, Arm, Amazon, Uber, Snow, Microsoft"

"Microsoft is number three"

"Analysts point out that Google Cloud is outgrowing Microsoft Azure nearly 2 to 1 as we speak."

"لديك شركات مثل تيسكو، وإيلي ليلي، وكوالكوم، وفيزا سيستمز، وإس آند بي جلوبال، ودومينوز، ومايكروسوفت. والأسهم ذات التسعير العادل، ليست مرتفعة جداً ولا منخفضة جداً، بل مناسبة تماماً"

"We've seen Microsoft do well and the stock has recovered."

"but I'm definitely bullish on Microsoft long term. Great company. I believe they're going to be one of the winners in the AI race."

"جوجل أو مايكروسوفت أو أمازون أو أوراكل"

"وجزئياً جوجل ومايكروسوفت، مشكلة أكبر."

"جوجل وأمازون ومايكروسوفت وأوراكل لديها أعمال حقيقية هنا."

"تنوع مصادر الدخل الذي تتمتع به جوجل ومايكروسوفت."

"جوجل ومايكروسوفت هما مزودان فائقان"

"أعلنت مايكروسوفت في مكالمة أرباح الربع الثاني أن 45%من سجل طلباتها يأتي فقط من OpenAI."

"Apple, Microsoft, okay? You always want to get the best-in-class"

"the bare case is its very biggest customers are attacking the moat Amazon Google Microsoft Meta they are all designing their own chips to depend far less on Nvidia and rivals like AMD are now attacking with entire systems, not just single chips."

"Amazon, Google, Microsoft, and Meta are each planning to spend well over a hundred billion dollars in a single year."

"Well, what if their biggest customers, Amazon, Google, and Microsoft keep quietly designing their own chips instead of buying chips?"

"In August 2026, researchers studying real AI systems inside Microsoft data centers found that as these AI agents run their tools and make decisions, the CPU sits on the critical path."

"Microsoft's free cash flow margin is still the highest at 20%, but as we saw this is because they are the company spending the least aggressively and this is also resulting in Microsoft Azure not seeing as much of an acceleration as Google and Amazon."

"also share why I think that Microsoft is fairly valued"

"In fact, Microsoft is the one cloud business that isn't seeing as much acceleration."

"Microsoft's revenue is also very diverse and I do view Microsoft's business as kind of like a tech ETF at this point. ... So Microsoft has a lot of different and diverse highly profitable revenue streams and I also believe that this is one of the main reasons why it has historically sold for a premium relative to its other hyperscaler peers."

"Microsoft is the company growing its capital expenditures the least. And I also believe that this is why Microsoft Azure is not seeing as much revenue acceleration."

"Microsoft's operating cash flow margin is growing rapidly up to 55%."

"Microsoft on more optimistic expectations, at least in my opinion, results in a much lower compounded annual growth rate over the next 3 years."

"Microsoft is also trading well below its historical averages and medians."

"مباشرة، شركة مايكروسوفت. واحدة من أكثر الشركات تحليلًا في العالم مقومة بأقل من قيمتها بنسبة 11.98%."

"شركات رائعة مثل مايكروسوفت لا تزال مقومة بأقل من قيمتها الحقيقية."

"Microsoft"

"the first 50 megawatts to Microsoft."

"As for Microsoft, trading near its lowest multiple in a decade on AI disruption worries for Microsoft 365 and Azure. Aman sees co-pilot adoption and a supply constraint Azure sustaining high teams earnings growth."

"the Micros."

"He even recently sold out of Microsoft and DraftKings to sharpen his focus."

"Microsoft is, Oracle is, Alphabet is, Meta, everyone is spending their cash flows."

"When you dealing with family members in the stock market, stocks that has a cousin, Apple, Microsoft, okay?"

"And just based off everything that I continue to see in earnings and fundamentals, you know, from Amazon, Meta, Microsoft, Google, with their cloud businesses exploding with all of the private equity firms earnings also accelerating with the chips business is accelerating."

"why I'm not buying Google, Microsoft, Amazon."

"This is nothing new, and Amazon, Google, Netflix, Microsoft, and Meta have all gone through this."

"Now, some of the richest, most powerful companies on Earth, Microsoft, Amazon, Google, Oracle, plus the AI makers like OpenAI are all circling the same prize."

"not only is Microsoft a potential multibagger, but SpaceX is definitely definitely going to be one."

"I learned this lesson very very hard twice with Microsoft when I was one of the few people buying it in 2011 and 12 when a tech CEO told me I was dumb for buying Microsoft because it was a dying business. Well, I bought it between 17 and $21 a share. When it was at 60, I thought it was overpriced, so I sold it."

"I'll tell you this, if you're short on cash, I would go with the bigger names. I would do the Google, the Amazon, Microsoft, because they're actually the bigger players."

"Microsoft still doing very, very well."

"They've signed contracts with Entropic and another contract with Microsoft for CPUs, GPUs with Entropic."

"They also have two contracts, one with a meta and one with Microsoft for their data center business, which they're entering in 2027."

"Bare case number one, the spending is still massive. Even though this quarter looked great. Microsoft's infrastructure commitments are tracking somewhere between 175 and $190 billion."

"Barcase number two, what they're buying doesn't last. A huge chunk of that spending goes into GPUs and hardware that depreciate very quickly."

"Now, Meta's earnings spooked people. Microsoft's did the exact opposite. The stock jumped nearly 10% after reporting revenue. $90 billion in revenue, up 18%. Net income grew 31%. Earnings per share was 481, which crushed expectations."

"Bullcase number one, AI is already making a ton of money for this company. This is the big difference. Microsoft Copilot has scaled to 30 million paid company seats."

"And bare case number three, the long-term disruption risk. This one's more philosophical, but it does matter. As AI agents get smarter, they could start replacing the actual software people use, including Microsoft own products."

"Bull case number two, the backlog. As I said above, their remaining commercial obligations hit $678 billion, jumping up 84%."

"Bull case number three, Azure is accelerating. Cloud revenue grew 43% year-over-year, which actually beat the 40% Wall Street was expecting."

"And before we analyze our next stock, which is Microsoft, always a reminder, never take our title and thumbnail literally."

"That's a company I do not own and that's Microsoft. Now Microsoft yes is or was definitely a no-brainer."

"Microsoft continues as well here 3.8% at $482."

"The reason I'm putting Microsoft here despite me not owning any shares of Microsoft is well if we do again get the opportunity to buy a Microsoft closer to $400 per share which can happen might never happen and that's completely fine."

"Microsoft is up over 30% since while Micron is down almost 30% since. It would have been a genius play if you sold your Micron and bought Microsoft on that exact same day."

"this 800 billion in contractual purchase commitments for Alphabet, Meta, Microsoft, Amazon a little bit less Oracle also there but not yet commenced."

"across all major cloud providers, Amazon, Microsoft, Google, and Oracle."

"And then we go to Microsoft. Huge reaction on the stock. If we look at the four quarter results, great results."

"Same with Microsoft. But this chart of Microsoft maybe reveals something else."

"Who's crazy here? Microsoft again similarly there."

"Great situation for Amazon, Google, Microsoft on the other hand"

"You need to be again keeping your eye on Meta, Microsoft, and Nvidia out of those three."

"Microsoft to me is finally playing out. The stock is up 25% on the month and I'm seeing many people taking profits on Microsoft saying maybe the stock is overvalued. It's up 25%, you know, it's it's just overvalued. But if you look at the P/E ratio, Microsoft is still trading at 23 times earnings."

"Members like AjaxHeel, who booked $3,789 on Microsoft, and Stephen, who locked in $1,921 on ARM and Vertiv, are taking these exact frameworks and putting them to work."

"نمو في الدخل التشغيلي بنسبة 350%. هذا الملف المالي فريد من نوعه حقاً. قد تكون شركة استثنائية لا مثيل لها. إذن، إنفيديا رخيصة، على الرغم من أنها ربما تكون واحدة من أفضل الشركات في العالم. بالانتير مسعرة للكمال، لكنها قد تكون الأقرب لتحقيق ذلك. الآن، هناك خطر واحد حقيقي بالفعل."

"مايكروسوفت انخفضت 18%"

"سألني بعض الناس :" لكن يا آدم، كما تعلم ، أمازون وميتا وجوجل ومايكروسوفت وما إلى ذلك، إنها تحصل على الكثير من الديون."

"برودكوم، بالانتير، إير بي إن بي، مايكروسوفت، ريسميد، هيرشيز"

"مايكروسوفت أقل من قيمتها الجوهرية بنسبة 18%حتى بعد صعودها بالأمس"

"كانت مايكروسوفت تُباع بعلاوة 109%فوق قيمتها الجوهرية"

"مايكروسوفت"

"وأعلنت مايكروسوفت عن نمو في خدمات أزور بنحو 43%"

"مايكروسوفت مقومة بأقل من قيمتها"

"The company already has contracts with Meta and Microsoft to supply their data centers with those chips that'll be coming out next year in 2027 and in early 2028."

"Microsoft also told us that they still expect to be free cash flow positive for the whole year, which is very good."

"So for Microsoft, we've had here and they closed out their fiscal year. So they're now in a new fiscal year, which is fiscal year 27."

"Microsoft is up 13% close to 14%"

"Google, Meta, Microsoft, they're still expecting to grow capex in 27."

"Of course, since then Microsoft is up."

"Microsoft, same thing. Undervalued business, high quality names."

"AI stocks semiconductor names are all rebounding after Microsoft earnings call."

"And so all in all when you compare a Microsoft and a meta it's quite clear that right now for a Microsoft things are looking better right they are growing they're still profitable etc etc"

"Microsoft Cloud revenue was $59.3 billion, increased 27% year-over-year, reflecting strong demand across Azure and our firstparty AI applications and services."

"This year Azure revenue surpassed hundred billion for the first time and Microsoft 365 copilot reached over 30 million paid seats."

"a Microsoft is up, why a Meta is down and the message that both of these companies have sent to investors and the market."

"Nvidia, Google, Apple, Microsoft, Amazon, so on are basically the whole market."

"And if you want to see more of my earnings analysis videos, like my Microsoft and Amazon ones that will be coming out this week, then again, please make sure to subscribe to my channel."

"There's another live stream going on later today with Jose talking about Meta and Microsoft earnings"

"So, if you look at Oracle, you look at Microsoft, 50 to 60% of their backlog is tied to open AI, but Google has a much healthier, much more diversified backlog than many of those players."

"I bought a little bit of Microsoft, but the only stock I haven't bought is Google."

"Like if I did not own, let's say, Microsoft and and and and the meta, I would maybe be buying Google over here, but I'm personally not trying to be in the big seven."

"Tomorrow, very exciting day. We have SoFi, Meta, Microsoft, Robin Hood."

"Now, tomorrow, Wednesday and Thursday, we have of course Meta, Microsoft, Apple, Amazon. They will report their quarterly figures."

"Amazon's going to do the same, Microsoft's going to do even the same."

"أمازون، مايكروسوفت، أياً كان من هم."

"চলুন তিনজন জমির মালিক অর্থাৎ অ্যামাজন, মাইক্রোসফট এবং গুগল নিয়ে কথা বলি, যারা পুরো এআই শিল্পের ওপর নিয়ন্ত্রণ ধরে রেখেছে।"

"We'll do the same here for Microsoft."

"As for the rest, we have Microsoft Meta, Robin Hood, ARM, Qualcomm, Lamb Research, all report Wednesday after the market closed."

"But on Wednesday, SoFi reports Microsoft and Meta and Robin Hood will report after the market closed."

"So do Meta and Microsoft."

"Google Cloud [1018s] is growing faster than Microsoft Azure [1021s] and Amazon Web Services put together."

"Neither Microsoft nor Amazon do that [878s] today."

"For example, Microsoft has their own custom [489s] chips called Maya, their own data [491s] centers with Microsoft Azure, the [493s] Windows and Office ecosystems, and I'm [495s] pretty sure at least six people still [497s] use Microsoft Bing."

"And in a market where you can get a Microsoft, you can get a Meta at the current valuation."

"Why we do have a Microsoft, an Nvidia, a Meta, a Google that is growing much faster than Apple?"

"43 billion, 5.6% Microsoft"

"And I will be doing Meta, Microsoft, and Amazon for sure next week."

"And some stocks like Microsoft are down 15 to 20% year-to-date"

"we have Microsoft,"

"Microsoft as well for PayPal."

"Microsoft good numbers."

"Microsoft also not getting any love."

"And so Microsoft is a case where we look at the estimates what the market is expecting is a case of it's already cheap right now."

"Now again the only difference here with a Google is that this stock is already beaten down so much and so that could work in their advantage especially if Azure continues to go up and to the right and actually surpasses expectations."

"So, let's focus on real quality companies. And I'll talk about Microsoft first. I don't own Microsoft. I know a lot of people do own Microsoft. It's very attractive at these prices right now, right?"

"for the huge huge players out there, the Microsoft, the Antropic, the OpenAI, the Metas etc etc."

"This is about the level of Microsoft, Google. Actually, it's lower than them."

"I'm not quite giving it like the Microsoft one cuz I don't think that it's not like it's an everybody company that could sit there and really dominate,"

"The numbers will be good. Same [1097s] with Microsoft, [1099s] but their capex is going to scare [1101s] everybody."

"it probably means when I say probably [800s] like a 90% probability, Meta, Amazon, [803s] Microsoft are going to have to do the [804s] same. They're going to have to up their [806s] capex outlooks."

"مايكروسوفت"

"Microsoft cannot afford to fall behind."

"Microsoft is one of the most diversified big tech companies out there and that is a fortress."

"This allows me to buy Microsoft at 350 and get paid to to wait."

"Microsoft uses its enormous cash flow to pay you a growing dividend, $3.64 a year right now, and they buy back its own stock, which if done at the right price, is a major win for investors."

"Microsoft is selling the tools to all of them. Azure is the cloud platform where companies build and run their AI."

"If you own Microsoft, you've had one of the smoothest rides in the market for years until recently. The stock is down over 20% in the last year."

"There's also a growing debate about whether AI tools like C-Pilot are actually worth what Microsoft charges for them."

"Microsoft is guiding to $190 billion in capital expenditures for 2026 alone."

"Bare case number three, the stock may still be priced for a perfect AI future. This is the cleanest warning for a value investor, so listen closely. Microsoft is an absolutely wonderful company. I'm not arguing otherwise."

"Open-source AI models are getting better and cheaper every single month, which could undercut the premium that Microsoft charges it for its AI tools."

"Microsoft is the picks and shovels winner of the AI gold rush."

"Today we have three bull cases, three bare cases, and then we run the numbers and find out what Microsoft is really worth using our own process."

"The bulls say that even if AI takes longer to pay off than expected, Microsoft's diversified cash machine protects you while you wait."

"The bulls say Microsoft is building the infrastructure layer of the entire AI economy, and that's a position almost nobody else can match."

"If the bears are right, cheaper doesn't always mean cheap. And that's what our stock analyzer is essential for."

"So, guys, we are going to pull up Microsoft in our favorite software in the world, the software that we use for everything."

"In my opinion, Microsoft became one of the poster children for AI, and the price reflected it."

"I consider Microsoft a great company, so I went with 20, 23, and 26."

"Bare case number one, the AI spending might not pay off the way everyone hopes. This is the big one, guys, and it's the big one for me. Microsoft is spending that $190 billion on capital expenditures, and most of it's going to AI infrastructure."

"My price is a low of 234, a high of 515, and a middle price of 350. So I have it on my watch list at 345. But the great news is, guys, it's not far from there. It's at 397."

"Here's the thing about Microsoft. I would be hardressed to find anybody who's arguing whether it's a great business."

"মেটা ও মাইক্রোসফট ২৩, গুগল ২৭, অ্যামাজন ২৯, এনভিডিয়া ৩১, অ্যাপল ৩৮ এবং টেসলার পিই রেশিও অবাস্তব ৩৭১।"

"মাইক্রোসফট কৃত্রিম বুদ্ধিমত্তায় বিশ্বের শীর্ষস্থান দখল করতে চায়, তবে তারা অফিস ৩৬৫, অ্যাজিউর, টিমস, লিঙ্কডইন, এক্সবক্স এবং হার্ডওয়্যার বিক্রির মাধ্যমেও অর্থ উপার্জন করে।"

"এই মুহূর্তে মেটা, গুগল, মাইক্রোসফট, এনভিডিয়া, অ্যামাজন, অ্যাপল—এই কোম্পানিগুলো সবাই খুব ভালো প্রবৃদ্ধি করছে।"

"ম্যাগনিফিসেন্ট ৭, অ্যাপল, অ্যামাজন, মেটা, গুগল, এনভিডিয়া, মাইক্রোসফট, টেসলা।"

"মাইক্রোসফট যদি গত বছর ১০ ডলার আয় করে এবং শেয়ারের দাম ২০০ ডলার হয়, তবে পিই রেশিও হবে ২০।"

"মাইক্রোসফটের ক্ষেত্রেও একই কথা। মূল্য নির্ধারণ এবং ভুল বোঝাবুঝির দিক থেকে হয়তো পরিস্থিতি আরও খারাপ।"

"Microsoft down 19, Netflix down 21, Palanteer down 26%, Service Now 27%, Nike is down 31%, Oracle 32%, Adobe 34%, Lululemon down 42%, and like I just said, into it down 58%"

"Even a Google, even an Amazon, a Microsoft Azure, an Oracle, a Coreweave, et cetera, et cetera. It's good for these types of players."

"Microsoft is there Apple is still there now that's it"

"So heading into earning season, I think that Amazon, Google, Meta, Microsoft are all going to have fantastic earnings reports"

"That's mainly Amazon, Google, and Microsoft, the cloud providers for artificial intelligence."

"Take a look at Microsoft's financials. These companies are investing a significant amount of money. Yes, but their revenue growths are all accelerating."

"Now, stock number three, Microsoft. This one is absolutely fascinating because unlike most of the others, regular investors are still actually buying Microsoft. It's pouring money into AI through its cloud business and its partnership with OpenAI. The business is fantastic, but a fantastic business and a fantastic price are two different things."

"He recently bought Microsoft, Meta, and Amazon. And his point was very simple. You should not punish a great company for reinvesting in itself to earn bigger profits later."

"These are companies Microsoft, Meta, Nvidia, Amazon, Apple, Tesla, and Google, they carried this entire market."

"The backlog includes multi-billion dollar long-term delivery contracts with blue chip investment grade tech hyperscalers, of course, Microsoft and Meta."

"Microsoft is down."

"However, as I said, I do not think that it is more attractive than Meta, Microsoft, and Amazon right now. And I have chosen to purchase Meta and Amazon in my portfolio instead."

"So, while Meta, Microsoft, and even Amazon are, in my opinion, very cheap in the market right now, I don't see any reason why I would own Netflix over those businesses when I think they're much higher quality, growing faster, and offering better prices."

"But for myself, I don't think that Netflix stock is the most attractive stock in the market right now, especially when both Meta and Microsoft are still trading for under 20 times forward earnings."

"And again, I believe that both Microsoft and Meta are much higher quality businesses than Netflix."

"The same day, the Microsofts, the Salesforces, the ServiceNows all got dragged down in sympathy."

"Of course, Microsoft is still down 48s 19.2% doesn't make any sense."

"The magnificent seven, Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta, Tesla make up onethird of the stock market."

"Microsoft invested 13 billion. So, you have Microsoft puts 13 billion into Open AI and then Open AI, guess what? They sent most of that money back. Microsoft now has higher revenue."

"Nvidia loses its biggest customers. Amazon, Google, and Microsoft lose their biggest source of AI revenue, which as we showed was largely each other."

"The next one up here, I like this one a little bit better than Apple. It's Mr. Softy, Microsoft. I'd rank this one a six as of right now."

"But coming in at number seven is Microsoft, which is another great business and this one is actually on a nice discount there."

"The massive hyperscalers like Meta and Microsoft are spending billions on this exact infrastructure right now."

"Um but it's a bit like saying Microsoft or Amazon rather is a bookstore."

"Every major tech company right now literally on the planet, think Microsoft, think Google, Amazon, Meta, Apple, they're all in a spending war."

"We discussed Microsoft recently and they're also much better pricing compared to many others for Microsoft. But keep in mind it is on exuberant growth rates going forward. If I lower the growth rate for margin of safety, lower the PE, the downside is still 60 70%."

"Look at companies like Microsoft and Adobe. If you go on Twitter right now, you will literally see people saying is Microsoft dead because the stock price is down."

"buying the hated, beaten-down value names, Adobe, PayPal, Fiserv, even Microsoft."

"Big respected names like ServiceNow, Adobe, and even Microsoft got hit really hard."

"So Microsoft is in a 30% draw down versus"

"So, we are talking about Microsoft. Two stocks that everyone knows, Microsoft and Nvidia."

"I think most people know Microsoft. So Microsoft has three divisions."

"How would you guys rate Microsoft's valuation today?"

"Meta and Microsoft specifically still trade below 20 times forward earnings, which is below the S&P 500. And I believe that they are some of the best businesses in the world."

"الأمر نفسه مع مايكروسوفت وأمازون. فجوة الإنفاق الرأسمالي. يا إلهي، مايكروسوفت وأمازون تنفقان الكثير من المال على الذكاء الاص9000"

"think Microsoft"

"And over the last 20 years, only Microsoft has a continuation there in the top 10."

"For the long run, I don't think Microsoft is going anywhere. I think they're going to become a huge winner here as well in this whole AI story."

"Moving on to the next big thing is why the move to cheaper AI actually helps Microsoft. So, you have the AI labs, and then you have Azure Microsoft."

"So, what's the deal with Microsoft? Is this a company worth buying right now? Is this another one of those too cheap to ignore?"

"And if you look at the token volume for Microsoft here, over a hundred trillion tokens Microsoft has processed in a single quarter, that's up 5x year-over-year. Over 300 Foundry customers on pace for a trillion tokens or more each this year."

"Microsoft is of course still being viewed as a software name, right? It's the biggest software player on the planet. But Microsoft is, as we've said, Microsoft is model agnostic, moving towards usage-based pricing and deeply embedded in enterprise workflows most competitors can't replicate."

"We're going to talk about Microsoft in this video."

"But if you look at Microsoft Microsoft is a $2.86 trillion company trading at around $384."

"What we're waiting to see for a Microsoft as well. Because the numbers are there. It's not that the last couple of quarters this company has not done well. Uh this company has done well."

"This is over the last 12 months for Microsoft. I mean, you can clearly see what has happened over the past 5 years. It has gone from around $20.6 billion to now $97.2 billion."

"And so, according to my assumptions here, the weighted intrinsic value of Microsoft sits around $508, which is 32.5% upside from where we're at right now."

"But, I don't own it, so I don't need to open up a position right now. I'd rather just continue to invest in Meta because I do think that Meta is more of a no-brainer and more undervalued than Microsoft."

"So, the non-OpenAI portion of Azure is still growing 28% year over year. Azure overall is up 40% last quarter. So, clearly there is growth ex-OpenAI. And we've seen them, right? Approach Anthropic more and more. We we also know that they want OpenAI to go public. So, yeah, they can maybe exit the position. They they can cash in. You name it. Then more recently, there was a report that showed that Microsoft is already swapping out OpenAI and Anthropic models for its own in-house AI in parts of it"

"But a Microsoft, unlike many other companies, a Microsoft is still generating here a ton of free cash flow."

"Microsoft Meta but they hugely betting on AI."

"Meta and Microsoft's forward pees are actually below the S&P 500 right now."

"Meta Platforms announced a multi-generation supply agreement for Qualcomm C1000 and Microsoft Azure will deploy them too."

"Meta and Microsoft also just signed supply agreements with Qualcomm."

"Companies like Microsoft, Amazon, Google, and Meta Platforms are committing to record levels of spending on AI infrastructure."

"in line with Microsoft Nvidia of course depending on how you look at the growth"

"Of course Amazon, Microsoft, Google, all those things are growing. Nvidia, everything looks great there."

"على سبيل المثال، تُعتبر شركات مثل جوجل ومايكروسوفت وأمازون أقل مخاطرة نسبياً نظراً لتنوع نماذج أعمالها."

"which means giants like Microsoft, Amazon, and Google, plus fast movers like Snowflake and Databricks are all chasing the exact same thing."

"Microsoft is going to raise capital."

"We have Meta, Google, and Microsoft, all spending hundreds of billions of dollars in capex."

"As he highlights here, Google, Meta, Microsoft, and Amazon are becoming more capex heavy."

"Another stock that many investors have pointed out, which has fallen into lower valuation territory, is Microsoft. I'm already in the green, and I've held Microsoft for a long time, but I agree with the comments. This one is a fantastic buy today. Microsoft likely will have compounded returns above the market going forward."

"Microsoft, on the other hand, is down big from its highs."

"This is much higher than where Google's are or even Azures."

"Meta, Google, Nvidia, Apple, Microsoft, all the big tech companies, all the NASDAQ leaders, all the AI winners, plus even software companies."

"It comes from Google, Amazon, Meta, and Microsoft. Those four companies alone make up for almost half of this total revenue."

"It won't grow at these lumpy rates where it has huge quarters like Oracle or Microsoft"

"It won't grow at these lumpy rates where it has huge quarters like Oracle or Microsoft"