Microsoft is navigating a period of high capital expenditure for AI infrastructure, which is both a key bullish driver and a source of short-term bearish pressure. The company's core cloud business (Azure) is showing strong growth, and massive AI-related orders point to a robust future.
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- winzy·05-08 11:42Capex pain now, but Azure and those AI orders feel hard to ignore. I’m holding Microsoft too, anyone else just sitting through this?LikeReport
- Brando741319·00:22GoodLikeReport