quiettt
05-10

$Microsoft(MSFT)$ Own both for 10+ + years so my profits are both exceptional.

Apple seems to be trudging along with incredible FCF that it is reinvesting in monumental buybacks and growing renewables at around 25% yearly but struggling to add growth in revenue although it is almost twice the size of Microsoft.

. Microsoft is more diversified. Cloud is still a terrific growth driver at 30% and is close to becoming a 100 billion division with what appears to be great margins. There are around 400 million user licenses utilized by companies and Copilot is going for $30 monthly. If customers are receptive it could be worth tens of billions. Finally Microsoft continues to make accretive acquisitions the latest Activision for 69 billion which expanded their gaming. Both are great companies but Microsoft seems to be more ahead of the curve right

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