To The Moon

My additional investment in Microsoft Corp. $Microsoft(MSFT)$  reflects my confidence in the company’s robust growth trajectory, driven by its leadership in cloud computing and artificial intelligence. Microsoft’s recent FQ1 2025 earnings report highlights its strength, with revenue growing by 16.04% year-over-year to $65.59 billion. A key driver of this growth is Azure, Microsoft’s cloud platform, which achieved an impressive 22% revenue increase, reaching $38.9 billion. This solidifies Azure’s position as a powerhouse in the cloud market, benefiting from the increasing demand for data storage and processing solutions across industries.

Moreover, Microsoft’s aggressive investment in AI is starting to pay off, with its AI segment projected to hit a $10 billion annual revenue run rate soon, making it the fastest-growing business in Microsoft’s history. This focus on AI-driven innovations, such as GitHub Copilot, is revolutionizing developer productivity by making software development more efficient and reliable. New features like Copilot Workspace and Copilot Auto Fix are further enhancing this capability, offering a unique value proposition to the developer community.

Looking ahead, while near-term challenges may create some volatility, Microsoft’s commitment to AI and cloud technology gives it a strong foundation for sustainable long-term growth. This investment positions me to benefit from Microsoft’s expanding influence in transformative technologies, reaffirming my bullish outlook on MSFT as a long-term holding.

$Microsoft(MSFT)$