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$msft thoughts
Investor summaryBullish
Author is bullish on MSFT, citing freed cloud capacity, Copilot rollout, and new AI enterprise deals to drive better upcoming earnings.
Bull points
- Freed cloud capacity from OpenAI contract changes can be sold at better margins.
- Upcoming rollout of Microsoft 365 Copilot will drive new revenue.
- New enterprise AI deals (KPMG, Mayo Clinic) are proving real-world utility.
Post body
What are your thoughts.
Is msft experiencing the same phase as google (when people thought search business is done or they are losing the ai race). Amazon went through this when aws numbers were slightly down.
I think since they dropped the contract with open ai, they have freed lots of cloud capacity and can sell them at a better margin . They are coming with agent 365. Few new deals to test the impact of ai they offer vs how it's actually helping (KPMG, mayo health, car dealerships, etc)
I think it will post better numbers starting this quarter and going forward.
Share your thoughts.
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