$Microsoft(MSFT)$ yes as long

$Microsoft(MSFT)$ yes as long as investor expectaions are realistic. Perhaps a buy put for a week after earnings with say 370 strike as protection.

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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