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r/valueinvestingr/valueinvesting· u/ExcitementStrange492· 2d agoDiscussion 0

Here’s the actual bull case for Microsoft

Investor summaryBullish

Author outlines a basic bull case for MSFT: OpenAI investment, Azure growth, and steady Office revenue.

Bull points
  • Significant investment in OpenAI, capitalizing on the massive mainstream adoption of ChatGPT.
  • Azure cloud business continues to show growth.
  • Office business provides a steady and reliable revenue stream.
MSFTAI 资本开支
Post body

In response to https://www.reddit.com/r/ValueInvesting/s/uFmwxPygoc

  1. Is everyone forgetting that Microsoft is significantly invested in OpenAI?? Everyone and their grandma (including intel nana) is on ChatGPT.
  1. Azure is growing
  1. Office is steady
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