$Microsoft(MSFT)$ I'm bullish

$Microsoft(MSFT)$ I'm bullish on Microsoft. Azure grew a massive 43% last quarter, and Microsoft's own guidance for Q1 points to constant-currency cloud growth around 45%. Meeting or exceeding that would show enterprise AI demand isn't slowing.

Microsoft also closed out FY Q4 with an RPO of $678 billion. Watching that contracted backlog keep swelling is reassuring for investors, since it locks in future revenue.

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