MSFT

"Google 40, Microsoft P/E ratio 23. And we can compare the results on the table. You can see that Microsoft is, let's say, two times the value of Apple and Google, depending on what will happen in the future."

"these tech companies Microsoft but especially Meta caught a bid."

"forget about AWS, Azure, Google Cloud, a [398s] Meta Cloud business, which again, we [400s] don't even know the size of it."

"Neocloud [715s] shouldn't exist. They shouldn't exist in [717s] a world where AWS, Azure, Google Cloud [721s] exist. And yet they do."

"yeah, Amazon, [104s] Microsoft, Google, they're spending an [106s] insane amount of money on capex, but [109s] they all have cloud businesses."

"Meta will sell access to AI computing 59s] power and models similar to those [61s] offered by Amazon, Microsoft, and [63s] Google."

"And the chip spenders are [1135s] companies like Amazon, Meta, Google, [1137s] Microsoft, those sorts of companies, [1139s] right?"

"this leads us to Microsoft. Mr. Softy. [1013s] Oh, Microsoft can't catch a break, you [1016s] know, because the one business that [1019s] people are super excited about from [1020s] Microsoft because there's a lot of [1022s] questions on the SAS side of Microsoft, [1024s] right?"

"These rewards include shares of market leaders like Nvidia, Tesla, and Microsoft too."

"Companies like the ones building data centers that run Chat GPT, Google Gemini, Microsoft Copilot, and Meta's AI infrastructure."

"The best part is that you're going to be mentored by leaders from Microsoft, Google, Amazon, and Nvidia."

"And you can see here Nvidia 7%, Microsoft 4"

"The only loser of the bunch is unfortunately Microsoft. That stock was down. I mean just Microsoft seems like it just seems like nothing can can be positive around Microsoft right now in regards to that stock price."

"then you could be looking at a situation where Google, Meta, Microsoft, Amazon, those companies are kind of seen as winners in this environment because you know these are the companies that are having to spend fortunes of money on memory specifically high bandwidth memory right so the big spenders could be seen as winners and you look at a day like today with all this kind of a lot of negative headlines in regards to micron and the stocks that saw huge benefits today is Google was up like 5% Ama"

"But in this video, I'm going to tell you what I believe is likely the best investment in today's video. So I really hope you enjoy it as always. And this stock is Microsoft."

"A lot of you own Palunteer. And many of you certainly own Microsoft. And as we speak, literally thousands of regular investors are doing the single most dangerous thing in the market. They're buying the dip on names like these without knowing whether they're catching a gift or a really painful falling knife. And the part that nobody tells you is this. When a famous stocks you love drops, your gut sort of screams bargain. And sometimes it is. And sometimes that feeling literally wipes people out."

"And Microsoft, a phenomenal company, is a falling knife. I wouldn't touch it."

"SoFi, Palanteer, Microsoft, three of the most famous stocks in America. And right now, all three are crashing. And you own at least one of these because you have an index fund or a pension fund or something."

"And then be honest with yourself like how many of your current holdings are secretly amber, right? You might love the stock, but quietly is it under falling line? Most people own three or four or more stocks and have no idea that those are actually, you know, not great to own today. So again, that's the core of what I'm going to teach you if you join us at mygreatportfolio.com on the weekend. Um and and and it'll be a like a two-hour live training session. We might even run longer because I'm su"

"Some of the biggest names like Meta, Microsoft, and Amazon have actually been lagging and by a wide margin."

"just like when Microsoft did and it fell 70% and he believes SpaceX could fall 70% like Microsoft and Amazon in 1999."

"magnificent seven stocks like Google, Amazon, Microsoft, Meta. All of them are down double-digits."

"So, these people are selling Microsoft"

"Companies like Microsoft and Nvidia. These businesses are profitable."

"They're looking at companies like Microsoft and Nvidia and Micron. These companies were real businesses, real revenue, real cash flow."

"The valuations of companies like Nvidia and Microsoft and Micron right now imply that the AI cycle is peaking"

"When big money, institutional money is not in Microsoft with a proven business model, why on earth would they stay in SpaceX"

"Well, we do know that there are four very large customers, think hyperscalers, likely to be companies like Google, Microsoft, Amazon, etc."

"It's why Corning is the named anchor supplier to Meta, Amazon, Google, Microsoft, OpenAI, and Nvidia all at the same time."

"Microsoft also signed a 5-year $9.7 billion deal for Iron's capacity, and they prepaid for 20% of it upfront."

"Google Cloud is now making over $80 billion a year in revenue. They have a backlog of almost half a trillion dollars, and it's growing almost as fast as Amazon Web Services and Microsoft Azure put together."

"Just Nvidia, Apple, and Microsoft make up more than 40% of the fund by weight with other great companies like Broadcom, Micron, AMD, and Lamb Research also in the top 10."

"They make custom AI chips for Amazon and Microsoft and Google."

"Microsoft is down"

"I guess it still makes a lot of sense to pick up names like Amazon, like Nvidia, like Google, like Microsoft, like Meta, and the list goes on and on and on."

"Micron is almost half of a Microsoft."

"Microsoft stock has been under huge [1s] selling pressure in 2026 and the stock [4s] has badly underperformed the S&P 500 [6s] over the last year."

"I am [526s] personally very bullish on Microsoft [528s] stock right now."

"super [19s] investors like Bill Gates, Chris Han, [21s] and David Ter have all been reducing [23s] their exposure to Microsoft."

"If you look at Microsoft's growth [162s] rate over the long term, it's averaged [163s] about 12% revenue growth and 24% [166s] earnings growth over the last 10 years."

"Don't forget that Microsoft [504s] owns a pretty substantial size of Open [506s] AI. And at its latest round of funding, [508s] Microsoft's position in OpenAI is [510s] currently worth about $200 billion."

"So, I [595s] for one am bullish on Microsoft stock [597s] over the long term, although I will be [598s] watching it closely."

"Back in May, we did a full video on Bur's portfolio. And at that point, he had just bought Microsoft"

"We're going to pick, in this case, we're going to pick two of the biggest or some of the biggest companies on the planet in Microsoft and Meta."

"So, I'd want to monitor how the spending of Google, Microsoft, Amazon, and more is trending."

"Now, the company's main customers are Amazon, Google, Meta, Microsoft, etc. may all need massive amounts of cheap storage to keep their AI training going."

"My biggest allocations are in Microsoft, Google, you know, the boring stuff, the the Nvidia and the AMDs."

"These rewards include shares of [576s] market leaders like Nvidia, Tesla, and [578s] Microsoft 2."

"But given where a lot of other [618s] stocks are in the market like Amazon, [620s] Meta, Microsoft, Brookfield Asset [622s] Management, Marcato, Libre, I simply [624s] think that those stocks are offering [626s] much more value here and those [628s] businesses are also growing much [630s] quicker."

"But, number two is really interesting, and that stock is Microsoft. An incredible business caught up in all this mess to where I don't know, people want to pay, you know, like 10,000 PEs for speculative stuff that, uh, you know, they they got to like, you know, I don't know, land on the moon and then somehow make that profitable."

"Microsoft 3.18%."

"I think I can talk about Microsoft, can talk about N or Gad Libé."

"with regards to Microsoft. Microsoft is again one of one of those hated names. It's actually a $2.7 trillion company right now."

"Microsoft, and Nvidia."

"Microsoft is poised for amazing growth next quarter."

"Because at 25 PE, Netflix [423s] would be more expensive than Meta, more [425s] expensive than Microsoft, as expensive [428s] as a company like Google."

"Companies like Microsoft are going to spend 200 billion into AI this year."

"And 200 billion is 60% of current Microsoft revenues, which is huge. That's a huge capex burden."

"If they hit that, Microsoft stock will do great."

"Microsoft, 330."

"Let me show you that with Microsoft right now. Now guys, Microsoft has been grossly underperforming this year. It is down 20% this year to date versus the entire market's up what? 10 12 13%? That is a big difference."

"So, I think the better company to look at is Microsoft right now. So, let me show you how I would sell cash-secured puts on Microsoft."

"Microsoft 4.9%"

"Microsoft 5.63%"

"and Microsoft at 4.9%"

"Microsoft, Amazon, Samsung, SKH Highix, AMD, and Broadcom fill out the rest of the top 10."

"We discussed Microsoft yesterday. Perhaps it is better. If we compare the numbers, Microsoft, from a valuation basis, is better than Adobe. So, perhaps, I don't know, in a diversification strategy, it's better to add Microsoft than Adobe."

"We recently did Microsoft, you can check the video also here. This is again downloadable in the link and description below on my free market course."

"Microsoft, Mr. Softy down another 4% here today."

"Mr. Softy, Microsoft is down about 4%."

"Microsoft, [24s] Mr. Softy down four plus percent."

"Google, Microsoft, Meta, SpaceX, entropic, open eye, everyone is chasing, everyone is going public."

"Microsoft is going to raise capital."

"Microsoft stock from peak to the current level over the five years didn't do much."

"It is a cheap business. Then we have to look okay what's going on? How sustainable is this growth? If Microsoft keeps on growing at 20% over the next decade, then it is a total clear bargain."

"What are the long-term owners earnings how are owners going to be rewarded from investing in Microsoft because there is a discrepancy between profits we have seen the profits but the free cash flow is going down 22% and we'll see later the plan is for it to go even lower."

"We have seen Microsoft especially if you have been around like me also stagnating and now especially over the last few years this was a little bit a down year but they are growing at double digits."

"This means that Microsoft needs to constantly invest more and more and more. That is not the definition of a great business. A great business just prints cash."

"It's Google, it's Meta, it's Microsoft."

"compared to Microsoft's 390 which means in the best case scenario you can from Microsoft triple your money by 2035 which makes a great investment the expected return there if I take a discount rate of 16% 16% per year in Microsoft from the best case scenario"

"When something happens, a recession this or that, the market gets down to P ratio of 12, the present value something that would make me consider Microsoft is down to 151. What's that 60% down? And then if we put probability, I don't know what will happen in the future."

"We can say that with a risk-reward, Microsoft is fairly priced now for, let's say, a 10% return, expected return, discount rate comparative table."

"So am I sure that I will double my money over the next five years? Could be. But there is also the risk. What is the risk of that not happening? Competition, AI, depreciation costs, putting pressure on net profit. They need to constantly invest more, more and more."

"if you buy 3% now you get 10% per year if it goes lower to the margin of safety you double your position then I think Yes, Microsoft is a buy"

"Microsoft"

"Microsoft that's down 17%"

"I do my analysis tomorrow. We'll do Microsoft."

"Microsoft or Amazon? >> Microsoft."

"Microsoft or Lockheed? >> Both."

"or even buy a Meta or a Google or an Amazon or a Microsoft or an Nvidia, which are all trading in my opinion at very attractive valuations."

"Number six is Microsoft. This one's holding steady and the valuation for Microsoft has gotten a lot cheaper. Matter of fact, it's at one of the cheapest valuations it's been at in its history. Which again, is anybody doubting that Microsoft's not going to be larger 5 years from now than they are right now? I most certainly am not. Great company, great business. I love seeing it staying strong right here on the list, especially as it continues to draw down and there's a lot of negative news and a"

"And Microsoft is the most profitable one by far on a free cash flow margin."

"So, I bought Microsoft. I bought the dip on the company, and I'm but I hold it for the long term."

"So, even though the PE of Meta is lower, I believe, based on how resilient the Microsoft and how recurring it is, I believe Microsoft, in this case, is cheaper than, uh, Meta."

"So only imagine the multiple of meta or maybe Microsoft if they decide to follow the Apple playbook then the Wall Street would reward them."

"You can buy a lot of companies like Amazon is in quantum and and even Microsoft where they have like a next generation quantum chip that could potentially be used in 2029 for a lot of quantum machines, and maybe that's another potential, uh, call option with the company."

"Now, even though Meta is cheaper on a PE basis, I believe Microsoft is cheaper than Meta."

"He believes the stock's undervalued, and he's buying a lot of Microsoft."

"So, I'm going to talk about the first one, and this is a quick review of Microsoft. Microsoft is an amazing company."

"Microsoft's equity stake will be worth 400 billion dollars, which is about 14% of the current market cap. 400 billion dollars to a Microsoft's value could be added through this IPO alone."

"In fact, some of the biggest companies in the world today were around in 1999, in 2000. Amazon, Google, Nvidia, Microsoft."

"That's when you're going to find Amazon, Alphabet, Nvidia, Microsoft, all for much more reasonable valuations."

"Other stocks at the top of the index include Microsoft, Amazon, Google, Broadcom, Meta Platforms, Micron, and AMD, which together account for 52% of every dollar tracking it."

"But while Amazon and Microsoft only use their custom chips internally or sell access through cloud services, Google has begun selling their TPUs directly to other companies, including Anthropic."

"Microsoft, Google, Meta."

"Microsoft, Google."

"Amazon, Microsoft, Google, Meta, OpenAI, [274s] they're tired of paying enormous prices [276s] for Nvidia's chips."

"I think we've had those headlines from a Microsoft a year or so ago where then Microsoft came out and said, "Look, it's not true."

"Same thing with Microsoft with restarting a old nuclear plant. They're going to restart it. It's going to be coming up online very soon. And they can also provide power to Microsoft's data centers for the next 20 years."

"You own businesses, Nvidia, Apple, Microsoft, Amazon, great businesses. The only problem is that you are paying the highest price in history for owning the market."

"I'm thinking like Microsoft. I'm thinking some of the stuff that just got thrown out with the bathwater service now for example."

"I personally own Meta and [385s] Amazon. I do not own Microsoft right [387s] now. But I do understand why that stock [390s] is looking very cheap and also why [391s] investors are buying into it. So now let [394s] me show you a quick reason why I believe [396s] that Meta, Microsoft, and Amazon are [399s] looking compelling in the stock market [400s] today. So let's start off by taking a [402s] quick look at Meta, which is now selling [404s] for only $584."

"I'm pretty certain that these companies, a Google and Amazon, even a Microsoft, are going to come out of that crash as much better companies."

"Microsoft, Amazon, Oracle, and AMD are running the exact same cloud credit loops to pump their own ecosystems."

"major companies like Nvidia, Microsoft, Oracle, Amazon, and AMD are actively pumping up their revenues using circular financing."

"What matters? Does the probability matter or what actually will happen? Because let's say that the worst case scenario is just 1%, this is then let's say 49, 50 and 1%. Yes, the sum of values is okay. You say Microsoft is a bargain. But if this worst case scenario happens actually then Microsoft is a disaster for your portfolio for your investing."

"When would Microsoft be a buy a strong buy? When we would be here all else equal $167 compared to the 400. What's that? 60 70% down."

"Let's say Microsoft growth rates terminal discount rate of 10% expected return let's put 25 terminal multiple and then I can simply say if you buy Microsoft now you will likely get a 9% return that's the intrinsic value a little bit higher than 9%"

"MasterCard, DoorDash, Airbnb, Louis Vuitton, Alibaba, Paycom, T Rowe Price, Ulta Beauty, Target, Tractor Supply, Chipotle, Otis Elevator Company, Hershey, Visa, Poolcorp, Disney, Microsoft, and Adobe."

"Nvidia, AMD, Microsoft, Google, and Meta. They all use Astera silicon. And of course, Astera holds a board seat on open uink standard with the hyperscalers built specifically so they could avoid being trapped by Nvidia's standards."

"Microsoft signed a 20-year contract for the restored Three-Mile Island."

"Nvidia, Apple, Microsoft, Amazon, the whole AI engine driving this market."

"The top holdings read like the all-star team of technology. Nvidia, Apple, Google, Microsoft, Amazon, Meta, Micron, Broadcom, AMD, and Tesla."

"We'll talk about Microsoft Meta and I'll touch on Broadcom, Crowdstrike, and Palo Alto's earnings report as well."

"At the same time, he opened a brand new position in Microsoft, making it about 15% of his portfolio."

"Stock number two, Microsoft. The brand new big bet from Bill Aman."

"We want to talk Tesla. We want to talk Apple. We want to talk Microsoft. We want to talk Google. We want to talk Meta. We want to talk Amazon. We want to talk Nvidia. We want to talk AMD. I'll show you every stock."

"We can see here Microsoft being down 4%"

"Yet when you look at a Microsoft, we don't see the same reward."

"Microsoft $190 billion or so capex for the year."

"I pulled here are Amazon, [393s] Microsoft, Meta Platforms, Oracle, and [395s] Coree."

"Nvidia, Microsoft ARM, they've announced a new PC, new laptop and compact desktop PC for later this year."

"Microsoft and Google sell between 8 and [763s] 12 times sales."

"It is not a very well- diversified business like Google, Amazon or Microsoft."

"Whether it's Microsoft, whether it's MEA, whether it's Apple, how you going to monetize AI?"

"Mark Zuckerberg was asked point blank if Meta is planning on building out a cloud to compete with Azure. um Google Cloud and AWS."

"versus Meta or Microsoft or other amazing highquality companies"

"Or why isn't it Microsoft? And I actually own both. Microsoft and Meta."

"think Microsoft"

"You got Microsoft down here."

"Amazon, um, Microsoft and Apple are your your household name individual stocks"

"So Microsoft, Amazon, Google, etc."

"the large US hyperscalers like Microsoft, Amazon and Alphabet have become dominant buyers of this company's products."

"But the other companies [1178s] like Visa, Mastercard, Birkshacre, [1181s] Microsoft, Nvidia, even Amazon, Consumer [1184s] Defensives, Healthcare, and even some [1187s] utilities are all being left behind."

"Only Microsoft is still there after 25 years"

"We had banks, Walmart, Microsoft, good companies."

"You can see that one, two, two names. One is [358s] Google, the other one here is Amazon. [361s] Only two names are beating the Q's and [364s] the S&P, right? Because the the EQs are [366s] up 17% S&P 9.1%. [370s] That's it. And I'm talking here about [371s] the hyperscalers and the big tech [374s] company that is meta that technically [376s] speaking if Zuck decides two quarters [379s] down the line to say actually we've [380s] reached an agreement with I don't know [382s] Entropic or whatever "

"But I I see the sentiment [470s] around an Nvidia Meta and Microsoft [472s] like, "Oh, this it doesn't make any [474s] sense. Why are these stocks not going [475s] up?""

"Google, Amazon, and Microsoft are all desperately trying to design their own custom silicon to break free from this dependency."

"over the past 12 months, net income, Microsoft generated $125 billion. If you look at Amazon, 90 just over $90 billion. Meta $70.5 billion and Broadcom close to $25 billion."

"getting Microsoft at $3.1 trillion. You could be getting Amazon at $2.8 8 trillion or maybe even Broadcom at $1.9 trillion or Meta $1.5 trillion."

"Apple, Microsoft, Amazon, Nvidia, [142s] and Google alone make up 25%."

"This is something we've seen from Meta, we've seen from Amazon, we've seen from Microsoft, and even Intuit with 17% of the workforce."

"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."

"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"

"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."

"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."

"Microsoft 82%"

"completely sold out of Microsoft"

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

"Microsoft is 15.26%"

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

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

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

"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."

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

"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."

"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?"

"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."

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

"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."

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

"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."

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

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

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

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

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

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

"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"

"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?"

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

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

"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.""

"Microsoft 8% from all-time highs"

"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."

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

"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."

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

"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."

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

"Microsoft going to do the same exact thing."

"Microsoft"

"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"

"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."

"Microsoft two,"

"Microsoft follows at 25.3%."

"Microsoft three,"

"Microsoft .65,"

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

"Microsoft is next at 39%,"

"Microsoft sits at 16.5%"

"Microsoft two."

"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."

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

"Microsoft at 31.5%,"

"Microsoft five,"

"Microsoft and Alphabet each scored five points,"

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

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

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

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

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

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

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

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

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

"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."

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

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