And I think that analyst do not either. Almost everybody talks about "fears due to collaboration with OpenAI" and "cost of raising data centers for AI". But those reasons are just so stupid.
Even if OpenAI flips, it won't hurt microsoft a little bit. It's like their windows phone i 2015, if it goes smoothly great, if not, who cares, company will still dominate corpo market.
About data centers – main growth comes from Azure which is still expanding every year, if MSFT won't use these data centers for AI, then it will use it for Azure, so spending so much money on them should be see as good thing for future growth, not a risk.
Every big tech is green from the beginning of the year, except MSFT. And it crushed earnings twice this year. I just don't understand.
byu/BeneficialBear instocks
Posted by BeneficialBear
9 Comments
nothing to understand.
if you don’t buy QQQ right NOW…. you’ll miss the rally
I think it got lumped in with software while AI and Semis pumped. Be patient.
Stock market is cyclical, AI and semis will inevitably come down and MSFT will likely outperform when that time comes.
Yeah, it’s frustrating.
It’ll go up, but the opportunity costs are starting to hit hard for me.
One word: CAPEX
>I just don’t understand.
SaaS.
I’m at a loss myself and why I abandoned MSFT and went back to just trading SOXX.
Nobody likes them.
It’s a dead company.
Microsoft always lowballs their earnings though. Look at their past earnings.
Also, SaaS is being “re-valued”