$Microsoft(MSFT)$It’s one of my larger holdings for years and has done well but with that being said looking at the multiple and growth, I would be happy if it just matches the market. It’s a good business with sticky revenue so this is not a slight. I would certainly add more with a significant correction and I always reinvest dividends.
I opened 0.00261 share(s) $Microsoft(MSFT)$ ,I made an additional investment in Microsoft as its strong fundamentals and disciplined capital expenditures make it a top pick among the “Magnificent 7.” A D.A. Davidson analyst upgraded MSFT to Buy and raised the price target from $425 to $450, highlighting its strategic capex approach. With AI-driven growth, cloud dominance, and financial discipline, Microsoft is well-positioned for long-term gains. This upgrade reinforces my confidence in MSFT’s ability to deliver sustained earnings growth and market leadership, making it a compelling addition to my portfolio.
I opened 0.02145 share(s) $iShares Bitcoin Trust(IBIT)$ ,I made an additional investment in IBIT as Bitcoin’s long-term outlook remains strong. Institutional adoption continues to grow, and with on-chain indicators suggesting further upside, Bitcoin ETFs like IBIT stand to benefit. Microsoft’s stable capex outlook and strategic AI positioning reinforce broader confidence in tech-driven assets. With Bitcoin’s resilience amid market fluctuations and increasing mainstream acceptance, IBIT offers an attractive risk-reward setup. I see this as a solid long-term play, capitalizing on the continued evolution of digital assets and blockchain technology.
$Microsoft(MSFT)$What does one do when the stock is 16 years ahead of its fundamentals?With the help of hindsight, we know that MSFT stock was dead money for almost 16 years after it peaked in 2000. Yet the business kept doing well during that period.Bullish for the future!
Once Upon A Time… My journey with quantum computing and its related stocks happened a while back. in early 2024: 03 Jan 2024 - IBM is to Quantum, what MSFT is to AI. Invest now ? 24 Feb 2024 - After AI, its Quantum Computing. Invest now ? It stayed in the background, chugging along until the fateful 09 Dec 2024, when Google brought the world’s attention to Quantum Computing with the unveiling of its “Willow” chip. Very soon quantum stocks became the darling of US stock market with its stock prices on a meteoric rise as we welcomed 2025. Its promising prospect became the envy of all things artificial intelligence because quantum computing proved t
$Microsoft(MSFT)$In mid 2024 Microsoft perfectly retested the previous channel resistance trendline and the recent weakness has not been unexpected at all. However the overall trend still remains rather bullish and if Microsoft retests the previous all time high, a significant move will most likely follow.Levels to watch: $350Keep your long term vision!
Over the past 3 years, Apple’s $AAPL revenues have remained flat, showing no growth, while Microsoft’s $MSFT revenues have grown by 32% during the same period Nevertheless, Apple’s stock has risen by 45.1% over the last 3 years and is firmly the most valuable company in the world, while Microsoft has only increased by 20.5%.
$Microsoft(MSFT)$MSFT continues to show strong bullish momentum. The recent dip appears to be a healthy correction within an uptrend, offering a potential buying opportunity. Key support levels hold firm, and the overall trend suggests further upside. A strategic entry around $380 could align well with the broader upward trajectory, making it an attractive point for long-term investors.
$Microsoft(MSFT)$ is one of the best stocks to own. Microsoft has consistently delivered double-digit revenue growth, with strong performances across cloud computing (Azure), software (Windows, Office), and hardware (Surface, Xbox). With gross margins exceeding 68% and operating margins above 40%, Microsoft maintains one of the most profitable business models in the industry. Microsoft generates billions in free cash flow annually, providing flexibility for acquisitions, research and development, and shareholder returns. Microsoft’s continued investments in AI, hybrid cloud, and cybersecurity further strengthen Azure’s long-term growth potential. Microsoft is at the forefront of artificial intelligence, making
$Microsoft(MSFT)$ I totally get that there are risks surrounding a bullish stance on MSFT, but honestly, I think the market’s a bit too concerned about their CAPEX. If you look at the most recent results, especially when it comes to their AI revenue streams and profitability, it's clear that their strategy is actually paying off. The way they’re building out their AI infrastructure? It's not just a short-term play. With an asset base that’s expected to last 15+ years, Microsoft is in a great position to keep their margins strong — or even boost them by a few hundred basis points over time. The total addressable market (TAM) for AI just keeps expanding, and as that grows, I think MSFT will continue to outperform consensus
$Microsoft(MSFT)$Read there were 4 competing offers. Best guess is: MSFT, AMZN $Amazon.com(AMZN)$ . ORCL and Kevin Oleary's Group. You can scratch Keven Oleary, whatever they are offer, MSFT, AMZN and Oracle will offer 1 billion more. Microsoft has the most cash and best balance sheets. Amazon (I own this also) had just returned to robust balance sheets and has other large CAPEX projects going on supposed by launching a SAT network soon. Oracle is already hosting Tik Tok and won bidding last time. However, in an all-out bid war, nobody could likely beat MSFT.
I opened 0.00256 share(s) $Microsoft(MSFT)$ ,I made an additional investment in Microsoft as it remains a strong defensive play in the tech sector. During its Q2 2025 earnings call, Microsoft projected flat capex for Q3 and Q4, with a decline expected in FY 2026—signaling efficient capital allocation. Its limited exposure to consumer end-markets makes it more resilient amid economic uncertainties. With stable growth and strong positioning in AI and cloud, I see Microsoft as a solid long-term investment with attractive risk-reward potential.
$Microsoft(MSFT)$We know AI models today require a vast amount of investment. Companies like Amazon, Alphabet, Meta and Microsoft spent just under $225 billion of capital expenditures last year,this is a significant ramp, up more than 70% from two years before. The majority of companies are rethinking the amount of capital expenditures on AI in the future due to the disruption from these new AI models.
$Microsoft(MSFT)$Big update for $MSFT investors! OpenAI and Elon Musk are pushing for a fast-tracked trial in December over OpenAI's move to a for-profit model. With Microsoft's backing, this could further solidify its leadership in the AI space. Bullish on MSFT's long-term AI strategy!
Microsoft Corporation is a technology company. The Company develops and supports software, services, devices, and solutions. The Company’s segments include Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment consists of products and services in its portfolio of productivity, communication, and information services. This segment primarily comprises: Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of server products and cloud services, including Azure and other cloud services, SQL Server, Windows Server, Visual Studio, System Center, and related Client Access Licenses (CALs), and Nuance and GitHub; and Enterprise Services, including enterprise support services, industry solutions and Nuance professional services. The More Personal Computing segment primarily comprises Windows, Devices, Gaming, and search and news advertising.
01-29
Quarterly Report
Form 10-Q - Quarterly report [Sections 13 or 15(d)]