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🚨 BIG TECH JUST ENDED THE "AI BUBBLE" DEBATE
The numbers are in. And they are absurd.
Q1 2026 cloud earnings:
• Google Cloud: +63% YoY → $20B. First time ever.
• Microsoft Azure: +40% YoY
• AWS: +28% YoY → fastest in 15 quarters
• Meta: +33% YoY → $56.3B
Microsoft's AI business alone: $37B run rate. Up 123%.
Google's cloud backlog: $460 BILLION.
That's not a bubble. That's adoption.
Here's the overlooked story:
The infrastructure layer is printing money.
The application layer? OpenAI reportedly missed internal targets.
Nvidia won. Cloud hyperscalers won. The picks and shovels are the real gold rush.
Everyone asked "when does AI generate revenue?"
Answer: last quarter. In numbers that break historical comps.
This is not 1999. These are profitable, cash-flowing giants with moats.
The debate is over.
#AI #Google #Microsoft #AWS #Earnings
The numbers are in. And they are absurd.
Q1 2026 cloud earnings:
• Google Cloud: +63% YoY → $20B. First time ever.
• Microsoft Azure: +40% YoY
• AWS: +28% YoY → fastest in 15 quarters
• Meta: +33% YoY → $56.3B
Microsoft's AI business alone: $37B run rate. Up 123%.
Google's cloud backlog: $460 BILLION.
That's not a bubble. That's adoption.
Here's the overlooked story:
The infrastructure layer is printing money.
The application layer? OpenAI reportedly missed internal targets.
Nvidia won. Cloud hyperscalers won. The picks and shovels are the real gold rush.
Everyone asked "when does AI generate revenue?"
Answer: last quarter. In numbers that break historical comps.
This is not 1999. These are profitable, cash-flowing giants with moats.
The debate is over.
#AI #Google #Microsoft #AWS #Earnings
🚨 BIG TECH JUST ENDED THE "#AI BUBBLE" DEBATE.
Q1 2026 cloud earnings released today:
- Google Cloud: +63% YoY ($20B, first time ever)
- #Microsoft Azure: +40% YoY
- AWS: +28% YoY (fastest in 15 quarters)
- #meta : +33% YoY ($56.3B)
Microsoft's AI business: $37B run rate, +123% YoY.
Google's cloud backlog: $460B.
Meanwhile, #OpenAI reportedly missed Q1 internal targets.
The infrastructure layer is printing. The application layer is sweating.
Q1 2026 cloud earnings released today:
- Google Cloud: +63% YoY ($20B, first time ever)
- #Microsoft Azure: +40% YoY
- AWS: +28% YoY (fastest in 15 quarters)
- #meta : +33% YoY ($56.3B)
Microsoft's AI business: $37B run rate, +123% YoY.
Google's cloud backlog: $460B.
Meanwhile, #OpenAI reportedly missed Q1 internal targets.
The infrastructure layer is printing. The application layer is sweating.
#usdt is in trouble. with assets frozen and AI feud between #Microsoft and #AI I'd stay tuned for more AI content as the space tightens for independent AI producers.
Microsoft and OpenAI Redefine Partnership Amid Intensifying AI Competition
In a notable shift within the artificial intelligence landscape, Microsoft and OpenAI have revised their long-standing partnership, signaling a move toward greater independence as global competition in AI accelerates.
Under the updated agreement, Microsoft will retain access to OpenAI’s technology through 2032 but will no longer hold exclusive licensing rights. This change allows OpenAI to expand collaborations with other cloud providers and technology firms, positioning itself more flexibly in a rapidly evolving market.
The decision reflects growing demands on infrastructure and computing power, as well as OpenAI’s ambitions to scale further, potentially through a public offering. At the same time, Microsoft secures a more predictable revenue-sharing structure, ensuring continued returns from OpenAI-driven services.
The evolving relationship comes amid increasing competition from major players and emerging AI labs, as well as ongoing legal and strategic pressures shaping the industry. Notably, Elon Musk has filed a lawsuit challenging the companies’ direction, highlighting broader debates about commercialization and the future of AI governance.
This recalibration underscores a broader trend: even the closest alliances in AI are being restructured to balance innovation, control, and scalability. As the race for advanced AI capabilities intensifies, strategic flexibility is becoming just as critical as technological leadership.
#ArtificialIntelligence #TechIndustry #Microsoft #OpenAI #Innovation
$BTC
$BNB
$CHIP
In a notable shift within the artificial intelligence landscape, Microsoft and OpenAI have revised their long-standing partnership, signaling a move toward greater independence as global competition in AI accelerates.
Under the updated agreement, Microsoft will retain access to OpenAI’s technology through 2032 but will no longer hold exclusive licensing rights. This change allows OpenAI to expand collaborations with other cloud providers and technology firms, positioning itself more flexibly in a rapidly evolving market.
The decision reflects growing demands on infrastructure and computing power, as well as OpenAI’s ambitions to scale further, potentially through a public offering. At the same time, Microsoft secures a more predictable revenue-sharing structure, ensuring continued returns from OpenAI-driven services.
The evolving relationship comes amid increasing competition from major players and emerging AI labs, as well as ongoing legal and strategic pressures shaping the industry. Notably, Elon Musk has filed a lawsuit challenging the companies’ direction, highlighting broader debates about commercialization and the future of AI governance.
This recalibration underscores a broader trend: even the closest alliances in AI are being restructured to balance innovation, control, and scalability. As the race for advanced AI capabilities intensifies, strategic flexibility is becoming just as critical as technological leadership.
#ArtificialIntelligence #TechIndustry #Microsoft #OpenAI #Innovation
$BTC
$BNB
$CHIP
Microsoft just ended its exclusive deal with OpenAI.
Stock dropped 5% in a single session.
And the statement they used to announce it is the most carefully worded breakup note in corporate history.
"The rapid pace of innovation requires us to continue to evolve our partnership."
Translation: we no longer need to pay you for what we've already built.
Here's what actually just happened.
Microsoft spent years and billions embedding OpenAI's technology into every product it owns.
Azure. Copilot. Office 365. GitHub. Bing.
By the time this deal restructured — Microsoft didn't need OpenAI's exclusivity anymore.
Because Microsoft already has OpenAI's technology woven into its entire product stack.
The exclusive license was valuable when Microsoft needed the moat.
Now the moat is built.
And paying revenue share to maintain exclusivity on something you've already internalized is just writing checks to a competitor.
No revenue share. Non-exclusive. Both companies free to go elsewhere.
OpenAI can now sell to Google. To Amazon. To Apple. To anyone.
Microsoft can now integrate DeepSeek. Anthropic. Any model it chooses.
This isn't a breakup. It's a graduation.
But here's the market implication nobody is saying:
If Microsoft no longer needs OpenAI's exclusivity —
What does that say about OpenAI's leverage going forward?
Google just committed $40B to Anthropic.
Amazon added $5B.
Meta is building its own.
The era of one AI company having one enterprise giant locked in — is over.
The AI arms race just became a free market.
And Microsoft fired the starting gun.
#Microsoft #OpenAI #AI #Tech #Investing
Stock dropped 5% in a single session.
And the statement they used to announce it is the most carefully worded breakup note in corporate history.
"The rapid pace of innovation requires us to continue to evolve our partnership."
Translation: we no longer need to pay you for what we've already built.
Here's what actually just happened.
Microsoft spent years and billions embedding OpenAI's technology into every product it owns.
Azure. Copilot. Office 365. GitHub. Bing.
By the time this deal restructured — Microsoft didn't need OpenAI's exclusivity anymore.
Because Microsoft already has OpenAI's technology woven into its entire product stack.
The exclusive license was valuable when Microsoft needed the moat.
Now the moat is built.
And paying revenue share to maintain exclusivity on something you've already internalized is just writing checks to a competitor.
No revenue share. Non-exclusive. Both companies free to go elsewhere.
OpenAI can now sell to Google. To Amazon. To Apple. To anyone.
Microsoft can now integrate DeepSeek. Anthropic. Any model it chooses.
This isn't a breakup. It's a graduation.
But here's the market implication nobody is saying:
If Microsoft no longer needs OpenAI's exclusivity —
What does that say about OpenAI's leverage going forward?
Google just committed $40B to Anthropic.
Amazon added $5B.
Meta is building its own.
The era of one AI company having one enterprise giant locked in — is over.
The AI arms race just became a free market.
And Microsoft fired the starting gun.
#Microsoft #OpenAI #AI #Tech #Investing
Крупнейшие технологические компании представили впечатляющие финансовые результаты за квартал, значительно превысив ожидания аналитиков.
#Microsoft (третий квартал 2026 финансового года):
• Ожидаемая выручка: $81.4–81.5 млрд
• Фактическая выручка: $82.89 млрд
#Alphabet (первый квартал 2026 года):
• Ожидаемая выручка: $106–107 млрд
• Фактическая выручка: около $109.9 млрд
#meta (первый квартал 2026 года):
• Ожидаемая выручка: около $55.5 млрд
• Фактическая выручка: $56.31 млрд
#amazon (первый квартал 2026 года):
• Ожидаемая выручка: около $177 млрд
• Фактическая выручка: около $181.5 млрд
#Microsoft (третий квартал 2026 финансового года):
• Ожидаемая выручка: $81.4–81.5 млрд
• Фактическая выручка: $82.89 млрд
#Alphabet (первый квартал 2026 года):
• Ожидаемая выручка: $106–107 млрд
• Фактическая выручка: около $109.9 млрд
#meta (первый квартал 2026 года):
• Ожидаемая выручка: около $55.5 млрд
• Фактическая выручка: $56.31 млрд
#amazon (первый квартал 2026 года):
• Ожидаемая выручка: около $177 млрд
• Фактическая выручка: около $181.5 млрд
⚡ $MSFT drops -5% after major AI deal shake-up
Microsoft & OpenAI just rewrote their partnership.
Key changes 👇
• License now NON-EXCLUSIVE through 2032
• Microsoft ends revenue sharing
• OpenAI free to work with ANY partner
💣 This opens the AI race wide open.
No more closed ecosystem.
👇 Competition just got real.
#Microsoft #OpenAI #AI #Tech $BTC $ETH $BNB #Markets
Microsoft & OpenAI just rewrote their partnership.
Key changes 👇
• License now NON-EXCLUSIVE through 2032
• Microsoft ends revenue sharing
• OpenAI free to work with ANY partner
💣 This opens the AI race wide open.
No more closed ecosystem.
👇 Competition just got real.
#Microsoft #OpenAI #AI #Tech $BTC $ETH $BNB #Markets
⚡️ Big shift in AI world today… and markets felt it.
Shares of Microsoft dropped 5% after a major update to its relationship with OpenAI. The tech giant confirmed that its OpenAI license will now be non-exclusive, and it’s also ending its revenue-sharing arrangement.
That’s a big deal.
For years, Microsoft and OpenAI have been tightly linked, powering everything from ChatGPT integrations to enterprise AI tools. But this move signals a new phase… one where both companies are starting to play a bit more independently.
Microsoft says it’s about “evolving the partnership” to keep up with how fast AI is moving. Fair enough. But investors clearly see it differently — uncertainty tends to hit first, explanations come later.
💡 What this could mean:
More competition in AI partnerships
OpenAI working with a wider range of players
Microsoft focusing on building more in-house capabilities
This isn’t a breakup… but it’s definitely not the same relationship anymore.
And in a space moving this fast, even small changes can ripple hard through the market 📉⚡️
#Microsoft #OpenAI #AI #TechNews #StockMarket
$LUMIA
$SFP
$AT
Shares of Microsoft dropped 5% after a major update to its relationship with OpenAI. The tech giant confirmed that its OpenAI license will now be non-exclusive, and it’s also ending its revenue-sharing arrangement.
That’s a big deal.
For years, Microsoft and OpenAI have been tightly linked, powering everything from ChatGPT integrations to enterprise AI tools. But this move signals a new phase… one where both companies are starting to play a bit more independently.
Microsoft says it’s about “evolving the partnership” to keep up with how fast AI is moving. Fair enough. But investors clearly see it differently — uncertainty tends to hit first, explanations come later.
💡 What this could mean:
More competition in AI partnerships
OpenAI working with a wider range of players
Microsoft focusing on building more in-house capabilities
This isn’t a breakup… but it’s definitely not the same relationship anymore.
And in a space moving this fast, even small changes can ripple hard through the market 📉⚡️
#Microsoft #OpenAI #AI #TechNews #StockMarket
$LUMIA
$SFP
$AT
📉 Microsoft shares (#MSFT) at the moment...
Reason: OpenAI has terminated the exclusive agreement with Microsoft - this opens up the opportunity for the ChatGPT developer to make deals with competitors in the field of cloud computing, including AWS.
Recall that the corporate reporting season continues in the United States, this week about 36% of the S&P 500 index companies will publish reports for the 1st quarter of 2026. The focus is on the documentation of the largest tech giants - Microsoft, Apple, Amazon, Alphabet and Meta.
#Microsoft
Reason: OpenAI has terminated the exclusive agreement with Microsoft - this opens up the opportunity for the ChatGPT developer to make deals with competitors in the field of cloud computing, including AWS.
Recall that the corporate reporting season continues in the United States, this week about 36% of the S&P 500 index companies will publish reports for the 1st quarter of 2026. The focus is on the documentation of the largest tech giants - Microsoft, Apple, Amazon, Alphabet and Meta.
#Microsoft
🟥 Breaking:
Shares of Microsoft fall by 5% after the company announced that its OpenAI license will become non-exclusive, and that it will no longer pay a share of revenue to OpenAI.
#Microsoft #OpenAI #AI #Stocks #markets
Shares of Microsoft fall by 5% after the company announced that its OpenAI license will become non-exclusive, and that it will no longer pay a share of revenue to OpenAI.
#Microsoft #OpenAI #AI #Stocks #markets
⚡TODAY: Microsoft falls 5% after announcing its OpenAI license will now be non-exclusive and it will no longer pay revenue share to OpenAI.
“The rapid pace of innovation requires us to continue to evolve our partnership to benefit our customers and both companies,” Microsoft said.
#Microsoft
“The rapid pace of innovation requires us to continue to evolve our partnership to benefit our customers and both companies,” Microsoft said.
#Microsoft
The $MSFT honeymoon is over—shares tumbled 5% after Microsoft announced its OpenAI license is now non-exclusive. No more revenue share payments, no more special treatment. OpenAI is now free to sell its soul (and tech) to rivals like Amazon and Google. Microsoft just lost its "unfair advantage," and the market is reacting with a brutal sell-off. We’re witnessing the shift from a strategic alliance to a cutthroat competition. Is this the end of Microsoft’s AI monopoly, or just a necessary pivot? Drop your take below! 👇🔥
#MSFT #OpenAI #TechNews #Microsoft
#MSFT #OpenAI #TechNews #Microsoft
**S&P 500 just shed 400,000 jobs. First time since 2016.** 🎯
Look at that chart. ⚡
35 years of continuous growth.
16.7M employees in 1990.
28.1M employees in 2024.
Then 2025 — **first red bar in nearly a decade.** 💣
Who led the cuts?
Amazon. Meta. Microsoft.
The most profitable companies on earth. 🎯
They didn't cut because they're struggling.
They cut because they found a replacement. 🌍
**AI doesn't call in sick.
AI doesn't ask for raises.
AI doesn't need health insurance.** ☠️
This is just the beginning.
400,000 jobs in one year.
From companies still posting record profits. 💣
Imagine what 2026 looks like.
And 2027. 📉
The chart goes up for 35 years.
Then turns red the exact year
AI becomes commercially viable.
**That's not coincidence.
That's replacement.** 🌍
OpenAI hiring 8,000 humans
while S&P 500 fires 400,000.
The jobs aren't disappearing.
**They're moving to whoever builds the AI.** 🔢
Are you on the right side of this shift? 👇
#AI #Jobs #SP500 #Economy #Tech #Macro #breakingnews #Amazon #Microsoft #Meta #Future
Look at that chart. ⚡
35 years of continuous growth.
16.7M employees in 1990.
28.1M employees in 2024.
Then 2025 — **first red bar in nearly a decade.** 💣
Who led the cuts?
Amazon. Meta. Microsoft.
The most profitable companies on earth. 🎯
They didn't cut because they're struggling.
They cut because they found a replacement. 🌍
**AI doesn't call in sick.
AI doesn't ask for raises.
AI doesn't need health insurance.** ☠️
This is just the beginning.
400,000 jobs in one year.
From companies still posting record profits. 💣
Imagine what 2026 looks like.
And 2027. 📉
The chart goes up for 35 years.
Then turns red the exact year
AI becomes commercially viable.
**That's not coincidence.
That's replacement.** 🌍
OpenAI hiring 8,000 humans
while S&P 500 fires 400,000.
The jobs aren't disappearing.
**They're moving to whoever builds the AI.** 🔢
Are you on the right side of this shift? 👇
#AI #Jobs #SP500 #Economy #Tech #Macro #breakingnews #Amazon #Microsoft #Meta #Future
🚨 BIG: S&P 500 companies shed 400,000 jobs in 2025, marking the first annual employment decline since 2016.
Amazon, Meta, Microsoft, and others led the cuts as corporate America raced to redirect spending toward AI. #amazon #meta #Microsoft #Aİ #America
Amazon, Meta, Microsoft, and others led the cuts as corporate America raced to redirect spending toward AI. #amazon #meta #Microsoft #Aİ #America
Big Tech just committed to spending $700 billion on AI this year.
And borrowing $400 billion more to do it.
This is the largest corporate capital allocation event in human history.
Here's the full scale of what just happened.
Microsoft. Google. Amazon. Meta.
Four companies. $635–700 billion in capex. One year.
That's a 74% increase from 2025's already-record $381 billion.
They're not slowing down. They're doubling down.
And to fund it they're issuing $400 billion in new debt.
More than double what they raised in 2025.
Alphabet didn't just issue debt. They issued a 100-year bond.
A bond that matures in 2125.
Neither the CFO who signed it nor any current investor will be alive to see it repaid.
That's not a financing decision. That's a civilizational bet.
Now here's the number that should focus every investor's attention:
90% of Big Tech's operating cash flow is now being recycled into AI infrastructure.
90%.
No buybacks. No dividends. No margin for error.
Every dollar these companies earn is being fed back into the machine.
And then they're borrowing $400 billion on top of that.
Google just committed $40 billion to Anthropic.
Amazon added $5 billion more to its existing stake.
The AI credit market we flagged earlier this week $1.4 trillion and growing just got its biggest single-week expansion.
Here's the question nobody on Wall Street wants to say out loud:
What if AI revenue never catches up to AI spending?
Not fails. Not collapses.
Just... grows slower than the debt that funded it.
This week's earnings are the first real answer.
The 100-year bond holders are watching.
So is everyone else.
#AI #BigTech #Microsoft #Google #Investing
And borrowing $400 billion more to do it.
This is the largest corporate capital allocation event in human history.
Here's the full scale of what just happened.
Microsoft. Google. Amazon. Meta.
Four companies. $635–700 billion in capex. One year.
That's a 74% increase from 2025's already-record $381 billion.
They're not slowing down. They're doubling down.
And to fund it they're issuing $400 billion in new debt.
More than double what they raised in 2025.
Alphabet didn't just issue debt. They issued a 100-year bond.
A bond that matures in 2125.
Neither the CFO who signed it nor any current investor will be alive to see it repaid.
That's not a financing decision. That's a civilizational bet.
Now here's the number that should focus every investor's attention:
90% of Big Tech's operating cash flow is now being recycled into AI infrastructure.
90%.
No buybacks. No dividends. No margin for error.
Every dollar these companies earn is being fed back into the machine.
And then they're borrowing $400 billion on top of that.
Google just committed $40 billion to Anthropic.
Amazon added $5 billion more to its existing stake.
The AI credit market we flagged earlier this week $1.4 trillion and growing just got its biggest single-week expansion.
Here's the question nobody on Wall Street wants to say out loud:
What if AI revenue never catches up to AI spending?
Not fails. Not collapses.
Just... grows slower than the debt that funded it.
This week's earnings are the first real answer.
The 100-year bond holders are watching.
So is everyone else.
#AI #BigTech #Microsoft #Google #Investing
Disclaimer: This post is for educational purposes and reflects current ecosystem trends. Always perform your own research before participating in digital asset markets.
🚀 Microsoft ($MSFT) Trading Now on Binance!
With the recent launch of the MSFTUSDT
Perpetual contract on Binance, we now have a powerful way to trade one of the biggest AI leaders with up to 10x leverage. All eyes are on the upcoming fiscal Q3 earnings report scheduled for April 29. After a strong 14% rally over the last 30 days, the market is eager to see if Azure’s cloud growth and Copilot monetization are meeting the high expectations set by Microsoft’s massive $146B AI infrastructure investment.
Technically, $MSFT has been showing strong momentum as it attempts to reclaim territory toward its 52-week high of $555.45. While some analysts are staying on the sidelines until the data drops, the volatility leading up to the report offers a prime environment for futures traders. Whether you are hedging your tech portfolio or looking for a breakout play on AI dominance, keep a close watch on the MSFTUSDT charts this week.
#MSFT #BinanceFutures #AI #CryptoTrading #Microsoft
$MSFT
Disclaimer: This post is for educational purposes and reflects current ecosystem trends. Always perform your own research before participating in digital asset markets.
🚀 Microsoft ($MSFT) Trading Now on Binance!
With the recent launch of the MSFTUSDT
Perpetual contract on Binance, we now have a powerful way to trade one of the biggest AI leaders with up to 10x leverage. All eyes are on the upcoming fiscal Q3 earnings report scheduled for April 29. After a strong 14% rally over the last 30 days, the market is eager to see if Azure’s cloud growth and Copilot monetization are meeting the high expectations set by Microsoft’s massive $146B AI infrastructure investment.
Technically, $MSFT has been showing strong momentum as it attempts to reclaim territory toward its 52-week high of $555.45. While some analysts are staying on the sidelines until the data drops, the volatility leading up to the report offers a prime environment for futures traders. Whether you are hedging your tech portfolio or looking for a breakout play on AI dominance, keep a close watch on the MSFTUSDT charts this week.
#MSFT #BinanceFutures #AI #CryptoTrading #Microsoft
$MSFT
Michael Burry Just Went Long on Microsoft.
Billionaire investor Michael Burry recently disclosed a long position in Microsoft, citing the company’s high-margin software and cloud business with fortress-like fundamentals.
Burry, best known for his bet against the housing market ahead financial crisis (immortalized in The Big Short)
And recently betting big against #NVIDIA (NASDAQ:NVDA)
And Palantir Technologies (NYSE:PLTR)
Rarely makes moves without a thesis.
Microsoft (MSFT) is down 13% year-to-date and trading 24% below its 52-week high, while generating recurring revenue from Azure and Office 365 with durable cash flow margins that exceed most tech peers.
So here’s the question investors are suddenly asking: when a high-profile contrarian like Michael Burry steps in, is that a signal or just noise in a crowded market.
According to a recent Substack post, the billionaire investor disclosed that he has gone long on Microsoft.
He did not specify the size of the position, which is typical for his style -- light on fanfare, heavy on implication.
While he didn’t lay out a detailed valuation model this time, his broader track record suggests a few consistent themes: he likes cash-generative businesses, he leans into fear-driven selloffs, and he pays attention when quality names get repriced.
#Microsoft checks those boxes more cleanly than most.
Only weeks ago, Microsoft was trading at a decade-low multiple as investors questioned #AI spending returns and broader enterprise IT budgets. Since then, buyers have stepped back in, suggesting that the worst of the panic selling may have already cleared.
That doesn’t automatically make it cheap, but it does reset expectations.
Surprisingly, this isn’t a stretch for Burry’s style of investing. At its core, Microsoft is still a high-margin software and cloud business with durable cash flow.
According to its latest earnings report, the company continues to generate strong operating margins driven by its Azure cloud platform and Office productivity suite.
$MSFT
Billionaire investor Michael Burry recently disclosed a long position in Microsoft, citing the company’s high-margin software and cloud business with fortress-like fundamentals.
Burry, best known for his bet against the housing market ahead financial crisis (immortalized in The Big Short)
And recently betting big against #NVIDIA (NASDAQ:NVDA)
And Palantir Technologies (NYSE:PLTR)
Rarely makes moves without a thesis.
Microsoft (MSFT) is down 13% year-to-date and trading 24% below its 52-week high, while generating recurring revenue from Azure and Office 365 with durable cash flow margins that exceed most tech peers.
So here’s the question investors are suddenly asking: when a high-profile contrarian like Michael Burry steps in, is that a signal or just noise in a crowded market.
According to a recent Substack post, the billionaire investor disclosed that he has gone long on Microsoft.
He did not specify the size of the position, which is typical for his style -- light on fanfare, heavy on implication.
While he didn’t lay out a detailed valuation model this time, his broader track record suggests a few consistent themes: he likes cash-generative businesses, he leans into fear-driven selloffs, and he pays attention when quality names get repriced.
#Microsoft checks those boxes more cleanly than most.
Only weeks ago, Microsoft was trading at a decade-low multiple as investors questioned #AI spending returns and broader enterprise IT budgets. Since then, buyers have stepped back in, suggesting that the worst of the panic selling may have already cleared.
That doesn’t automatically make it cheap, but it does reset expectations.
Surprisingly, this isn’t a stretch for Burry’s style of investing. At its core, Microsoft is still a high-margin software and cloud business with durable cash flow.
According to its latest earnings report, the company continues to generate strong operating margins driven by its Azure cloud platform and Office productivity suite.
$MSFT
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