MSFT: The Change of AI Giant
Hello everyone! Today i want to share some trading ideas with you!
1
$Microsoft(MSFT)$ 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.
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