Is $350 a good value to start a position in Microsoft? What are bull cases beyond AI?

Investor summaryBullish

The author asks if $350 is a good entry point for MSFT and seeks bull cases beyond its AI dominance.

Bull points

The author considers $350 a decent entry price based on historical values and growth prospects.
Acknowledges Microsoft's expected major role in AI and AI infrastructure.

MSFT价值 / 回购AI 资本开支

Post body

Based on historical values and the growth prospects, it does seem like a decent entry price here. I also understand Microsoft will likely play a major role in AI and AI infrastructure and support. Besides this, what else might happen with the company in the coming years to get excited about besides AI?

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