$Microsoft(MSFT)$ Has anyone tried copilot? It's pretty impressive, and with a Microsoft membership for their other tools, it's essentially free to use. In contrast, Claude and ChatGPT are quite limited and very expensive. Today's news from Anthropic is causing some drift, but in the long term, this is an incredible opportunity, especially if it can get back to 340-350.
$Microsoft(MSFT)$ The notion that ‘AI will eat enterprise software’ overlooks the actual narrative. AI does not replace enterprise software; it supercharges it. Systems of record still hold significance. Data integrity remains crucial. Security, compliance, workflows, and governance continue to matter. What is evolving is how these platforms are utilised, not their necessity. Enterprise software is becoming more intelligent, more automated, more outcome-driven, and more embedded in daily work. AI requires clean data, structured processes, and trusted platforms to deliver value. That is not a threat to enterprise software; it is fuel. The winners will not be companies that attach AI for marketing purposes. They
$Microsoft(MSFT)$ If the selloff is truly due to the downgrade, it's quite amusing considering the fortune-teller from Wall Street only has a 16.5% success rate – about as reliable as a monkey throwing darts.
SoftBank's $5.8B divestment from $NVIDIA(NVDA)$ sent shockwaves through tech stocks, with AI-related shares taking a nosedive. But let's not get it twisted - this isn't an AI exit strategy. They're just shifting gears to pour capital into infrastructure plays like $Oracle(ORCL)$ and $Microsoft(MSFT)$ -backed OpenAI. Want exposure to OpenAI? Buying $Microsoft(MSFT)$ shares might be the smartest workaround given their 33% stake. The market's hyperventilating over the sell-off while missing the real playbook rewrite. Looks like Christmas came early for $Microsoft
$Microsoft(MSFT)$ The bromance between DT and Musk has reached new heights, with these mates plotting to axe subsidies for $Tesla Motors(TSLA)$ and SpaceX. While this dynamic duo's antics might rattle global markets and stir up trouble with GDP growth, inflation pressures, trade wars and Ukraine tensions - here's the kicker: $Microsoft(MSFT)$ 's golden product lineup remains bulletproof. From boardrooms to living rooms, their productivity tools are as essential as vegemite toast. No matter how the cookie crumbles, this tech stalwart's staying power is clearer than Sydney Harbour. Keep stacking those shares, cobber.
$Microsoft(MSFT)$Also. MSFT wasted tons of cash on purchasing ActivationBlizzard and suffering huge lost from investment on AI. They have little cash but record high debt now. Doing massive buyback will crash this stock even harsher.
$HSI(HSI)$Chinese shares are still so undervalued that there is still a long run to go..... If we only compare BABA with AMZN you will find out that the NETT debt of Amzn is the Nett cash from Baba. Just analyse the statistics reported on Yahoo finance.