MSFT: The Change of AI Giant

ShayBoloor

05-25 11:22

Hello everyone! Today i want to share some trading ideas with you!

$Microsoft(MSFT)$ two years ago:

• ~$420/share

• Azure growing ~30% with $235B commercial RPO

• AI revenue barely measurable

$Microsoft(MSFT)$ today:

• ~$420/share

• Azure re-accelerated to 40% growth with $627B Commercial RPO (+99% YoY)

• $37B AI ARR (+123% YoY) with 20M+ Copilot seats (+250% YoY)

• Maia 200 custom silicon in production

Same stock price two years later but AI business behind it is unrecognizable.

😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.

🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!

Hot Merch Returns · Up to 43% Off

AI Companies and Industry DIG

AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Today i want to share some trading ideas with you!\n\n1\n<a data-mention-id=\"MSFT\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" target=\"_blank\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> two years ago:\n• ~$420/share\n• Azure growing ~30% with $235B commercial RPO\n• AI revenue barely measurable\n<a data-mention-id=\"MSFT\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" target=\"_blank\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> today:\n• ~$420/share\n• Azure re-accelerated to 40% growth with $627B Commercial RPO (+99% YoY)\n• $37B AI ARR (+123% YoY) with 20M+ Copilot seats (+250% YoY)\n• Maia 200 custom silicon in production\nSame stock price two years later but AI business behind it is unrecognizable.\n<img data-align=\"center\" data-image-type=\"kline\" src=\"https://community-static.tradeup.com/news/331f91e6ceff182f03bdd2c8fae7274d\" tg-width=\"560\" tg-height=\"240\">\n<hr>\n<blockquote>\n 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.\n 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!\n <a target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\" href=\"https://ttm.financial/TW/554651083281352\" title=\"\">Hot Merch Returns · Up to 43% Off</a>\n <img data-align=\"center\" src=\"https://community-static.tradeup.com/news/59c7e1e81ab952e9f6906006c98def18\" tg-width=\"1080\" tg-height=\"1350\">\n</blockquote></body></html>","htmlText":"<html><head></head><body>Hello everyone! Today i want to share some trading ideas with you!\n\n1\n<a data-mention-id=\"MSFT\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" target=\"_blank\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> two years ago:\n• ~$420/share\n• Azure growing ~30% with $235B commercial RPO\n• AI revenue barely measurable\n<a data-mention-id=\"MSFT\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" target=\"_blank\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> today:\n• ~$420/share\n• Azure re-accelerated to 40% growth with $627B Commercial RPO (+99% YoY)\n• $37B AI ARR (+123% YoY) with 20M+ Copilot seats (+250% YoY)\n• Maia 200 custom silicon in production\nSame stock price two years later but AI business behind it is unrecognizable.\n<img data-align=\"center\" data-image-type=\"kline\" src=\"https://community-static.tradeup.com/news/331f91e6ceff182f03bdd2c8fae7274d\" tg-width=\"560\" tg-height=\"240\">\n<hr>\n<blockquote>\n 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.\n 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!\n <a target=\"_blank\" class=\"link rich-text-anchor __anchor-intercept-flag__ text-content-link\" href=\"https://ttm.financial/TW/554651083281352\" title=\"\">Hot Merch Returns · Up to 43% Off</a>\n <img data-align=\"center\" src=\"https://community-static.tradeup.com/news/59c7e1e81ab952e9f6906006c98def18\" tg-width=\"1080\" tg-height=\"1350\">\n</blockquote></body></html>","text":"Hello everyone! 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