Eric Saroyan
06-24

Microsoft is powering ahead $MSFT just hit another all-time high, riding the AI & Azure wave .

Cloud segment is up ~21% Y/Y, with Azure +33% in Q3, and continued strength expected this quarter.

Bullish sentiment backed by analyst upgrades (Wells Fargo, Bernstein, Goldman) and raised price targets—ranging $550–605.

Efficiency plays are in motion too: AI-driven cost cuts, further sales‑team trims, while $80B/year infrastructure investments fuel long‑term growth.

Still, valuation remains lofty (P/E ~37) and OpenAI deal & regulatory risk linger.

$MSFT: Innovation + scale = staying in the top tier, but caves with cautious optimism.

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