MSFT

"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."

"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."

"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."

"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."

"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."

"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."

"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."

"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."

"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."

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

"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."

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

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

"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"

"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"

"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."

"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."

"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."

"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 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."

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

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

"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"

"So, these people are selling Microsoft"

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

"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."

"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."

"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."

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

"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."

"Microsoft is down"

"Micron is almost half of a Microsoft."

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

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

"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."

"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."

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

"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."

"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."

"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."

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

"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."

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

"Microsoft 3.18%."

"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."

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

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

"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."

"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."

"Microsoft, 330."

"and Microsoft at 4.9%"

"Microsoft 4.9%"

"Microsoft 5.63%"

"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."

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

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

"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."

"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."

"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."

"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."

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

"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"

"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."

"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"

"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."

"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."

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

"Microsoft that's down 17%"

"Microsoft"

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

"Microsoft or Lockheed? >> Both."

"Microsoft or Amazon? >> Microsoft."

"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"

"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."

"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."

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

"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."

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

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

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

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

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

"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."

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

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

"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%"

"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."

"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."

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

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

"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."

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

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

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

"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."

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

"Only Microsoft is still there after 25 years"

"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?""

"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 "

"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."