Often called the "utility of the 21st century." Its moat is its enterprise ubiquity. With Azure integrated into the Office 365 stack and a $625 billion commercial backlog, it is the default "operating system" for global business productivity
I like how you frame this as a true “show-me” moment for Microsoft, not panic or blind dip-buying. The balance between AI CapEx risk and monetization upside feels very fair.
What would be your main confirmation signal here: Azure re-acceleration or clearer AI revenue disclosure?
I’ve subscribed and would be happy to support each other.
3+ years of trendline support at stake. $MSFT
Often called the "utility of the 21st century." Its moat is its enterprise ubiquity. With Azure integrated into the Office 365 stack and a $625 billion commercial backlog, it is the default "operating system" for global business productivity
I like how you frame this as a true “show-me” moment for Microsoft, not panic or blind dip-buying. The balance between AI CapEx risk and monetization upside feels very fair.
What would be your main confirmation signal here: Azure re-acceleration or clearer AI revenue disclosure?
I’ve subscribed and would be happy to support each other.
Jorrit