$Microsoft(MSFT)$ maintains a

$Microsoft(MSFT)$ maintains a robust investment thesis driven by AI-powered Azure growth acceleration (projected H2 rebound), disciplined capital allocation (62Bbuyback, and leadership in enterprise AI adoption(GitHub Copilot2B ARR). Despite near-term capex concerns (65BFY25target, its 36B+ FCF, 30%+ cloud/AI revenue CAGR, and adaptable infrastructure investments reinforce long-term scalability.

Valuation at 29x P/E remains justified given strategic dominance across IT ecosystems.

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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