Microsoft's stock has dropped 23% as the company faces scrutiny over its $99 billion investment in AI data centers and growing competition in the sector. Despite these challenges, its cloud revenue continues to rise by 25.9% year-over-year, underscoring the demand for its services amid the investment. Analysts maintain a bullish outlook, highlighting that Microsoft's strong position in the AI market could yield substantial long-term returns.
“Microsoft getting some buying action up almost 3%.”
“Microsoft is still experiencing a draw down of 23.7%.”
“Currently, it's at 24.6 six times trading PE closer to 30 times forward PE.”
“Operating margin, 46.6% have been increasing over the past couple of years.”
“Now, the thing with a business like Microsoft is that it's an incredible business. Okay? I I don't think it's going anywhere.”
“the whole Microsoft cloud business itself is still going to grow. It is still growing.”
“😬 Microsoft's AI problem”
“Microsoft enables AI workloads to run entirely within geographic boundaries, such as through the European data boundary within the EU and EFDA or Azure data residency commitments.”
“we've kind of thought about Amazon and and Microsoft in a similar bucket super strong in infrastructure um the two strongest probably you know right next to Google in terms of their cloud offering”
“We've kind of thought about Amazon and Microsoft in a similar bucket... they've got a lot of capacity that they can serve to end customers with the right model partners.”
“even as Microsoft rolls out advanced features aimed at making its AI assistant more reliable and useful.”
“Microsoft is still experiencing a draw down of 23.7%.”
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