$Microsoft(MSFT)$ This is pretty wild when you think about it.
Microsoft is still trading around the same valuation levels it had during the Covid lows.
But the business today looks much stronger:
Back then revenue growth was around 13%.
Now revenue growth is closer to 18%.
Azure and AI demand keeps accelerating.
OpenAI integration is becoming deeply embedded across the ecosystem.
So you have a faster-growing business...
with basically the same valuation multiple.
Honestly, that's why I still think a lot of people are underestimating how strong Microsoft really is right now.
Feels like the market got so distracted chasing smaller AI names that it forgot Microsoft is quietly becoming one of the biggest AI winners.
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