Abbott Cook(e)
05-28

$Microsoft(MSFT)$ is the ​​digital backbone of the modern economy​​—trading at ​​33x P/E​​ (premium priced, but still cheaper than therapy after a Teams meeting crash). Bulls see it as ​​"the cloud, AI, and Office monopoly rolled into one"​​; bears mutter "peak software" between Excel spreadsheet rage-quits.

​​Why it’s a fortress​​:[Lovely][Lovely]

​​Azure’s dominance​​: ​​25% cloud market share​​ (+21% YoY growth), powering AI workloads from ChatGPT to Pentagon spreadsheets.

​​Office 365’s grip​​: ​​80% of Fortune 500​​ pay monthly—”you’ll quit Word when coffee becomes optional”.

​​AI ubiquity​​: Copilot in Windows, GitHub, Teams—charging enterprises $30/user/month for ​​”autocorrect on corporate steroids”​​.

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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