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u/Organic_Collar_2846
Reddit r/ValueInvesting
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100.0%
доходность
+24.7%
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Лонг
12 июн
$393.65
+24.7%
Microsoft dropped its OpenAI contract, freeing cloud capacity that can now be sold at higher margins; new AI products (Agent 365) and enterprise deals (KPMG, Mayo Clinic, car dealerships) are being tested. If these initiatives translate into better financials, Microsoft’s current valuation may not reflect the upcoming earnings inflection, creating a buying opportunity. The author expects improved earnings starting this quarter, making MSFT a long candidate as the market reprices the AI/cloud narrative. Cloud competition from AWS/GCP; AI adoption slower than expected; margin expansion fails to materialize; macro slowdown hurting enterprise spending.
Microsoft dropped its OpenAI contract, freeing cloud capacity that can now be sold at higher margins; new AI products (Agent 365) and enterprise deals (KPMG, Mayo Clinic, car dealerships) are being tested. If these initiatives translate into better financials, Microsoft’s current valuation may not reflect the upcoming earnings inflection, creating a buying opportunity. The author expects improved earnings starting this quarter, making MSFT a long candidate as the market reprices the AI/cloud narrative. Cloud competition from AWS/GCP; AI adoption slower than expected; margin expansion fails to materialize; macro slowdown hurting enterprise spending.
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У u/Organic_Collar_2846 на Buzzberg отслеживается 1 торговых идей по 1 тикерам с июня 2026. Чаще всего покрывает: MSFT.
