vuvence IX
04-16

$Microsoft(MSFT)$  Yes, because there is not going to be a global shift away from MSWORD and EXCEL. Microsoft should be rewarded for giving the world Excel, it is so useful for so many things. Will buy more if it pulls back again.

Microsoft Earnings Loom: Can Azure Growth Keep AI Narrative Alive?
Microsoft (MSFT) edged up 1.04% today as markets enter the most concentrated week of Mag 7 earnings, with MSFT squarely in focus. Investors are zeroing in on Azure cloud growth rates and AI Copilot paid penetration, with BMO Capital arguing that hyperscale compute expansion builds a durable long-term moat for MSFT. Analysts simultaneously flag the risk of sustained margin erosion from elevated AI R&D capital expenditure. Can Microsoft use this earnings report to put investor doubts about AI monetization to rest?
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