$Microsoft(MSFT)$ Azure revenue backlog is still there, and Copilot adoption is increasing, with a few companies already monetizing AI. The 27% stake in OpenAI bought for $13 billion is now worth almost $200 billion. OpenAI is committed to Azure services, while Microsoft is working on reducing its dependence on OpenAI through internal AI models. Gaming has been struggling, but they are taking steps to address their mistakes. Quantum computing is also making serious progress. All this while having one of the strongest free cash flows in the market. I'm buying as much as possible while the P/E is under 25.
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