$Microsoft(MSFT)$ s 15% YTD pu

$Microsoft(MSFT)$ s 15% YTD pullback to 344.79 presents a rare entrypoint. Despite short−term tariff−driven volatility, its fundamentals remain unmatched:∗∗241B net profit and 223B operating cash flow show case financial fortress status.

AI/cloud leadership (Azure growth + strategic AI capex) and undervalued multiples (PE 29x vs. industry 30.25x) reinforce long-term resilience.

Dividend stability (0.88% yield) adds defensive appeal amid macro uncertainty. Catalyst watch: Q3 earnings (April 24) to reignite momentum.

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.

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