$Microsoft(MSFT)$ This is pret

Marian Horace

06-09

$Microsoft(MSFT)$ 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.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":573128756195552,"tweetId":"573128756195552","gmtCreate":1780955599000,"gmtModify":1780974788677,"author":{"id":10000000000010988,"idStr":"10000000000010988","authorId":10000000000010988,"authorIdStr":"10000000000010988","name":"Marian Horace","avatar":"https://static.tigerbbs.com/45889c069df88784e75b651f763a062a","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":44,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/ff54b506ec3c4ea7bff5515a9c6967de","width":"2260","height":"1526"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/ff54b506ec3c4ea7bff5515a9c6967de","width":"2260","height":"1526"}],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a>This is pretty wild when you think about it.\nMicrosoft is still trading around the same valuation levels it had during the Covid lows.\nBut the business today looks much stronger:\nBack then revenue growth was around 13%.\nNow revenue growth is closer to 18%.\nAzure and AI demand keeps accelerating.\nOpenAI integration is becoming deeply embedded across the ecosystem.\nSo you have a faster-growing business...\nwith basically the same valuation multiple.\nHonestly, that's why I still think a lot of people are underestimating how strong Microsoft really is right now.\nFeels like the market got so distracted chasing smaller AI names that it forgot Microsoft is quietly becoming one of the biggest AI winners.\n<img src=\"https://community-static.tradeup.com/news/ff54b506ec3c4ea7bff5515a9c6967de\" tg-width=\"2260\" tg-height=\"1526\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a>This is pretty wild when you think about it.\nMicrosoft is still trading around the same valuation levels it had during the Covid lows.\nBut the business today looks much stronger:\nBack then revenue growth was around 13%.\nNow revenue growth is closer to 18%.\nAzure and AI demand keeps accelerating.\nOpenAI integration is becoming deeply embedded across the ecosystem.\nSo you have a faster-growing business...\nwith basically the same valuation multiple.\nHonestly, that's why I still think a lot of people are underestimating how strong Microsoft really is right now.\nFeels like the market got so distracted chasing smaller AI names that it forgot Microsoft is quietly becoming one of the biggest AI winners.\n<img src=\"https://community-static.tradeup.com/news/ff54b506ec3c4ea7bff5515a9c6967de\" tg-width=\"2260\" tg-height=\"1526\"></body></html>","text":"$Microsoft(MSFT)$ 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.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/573128756195552","repostId":0,"isVote":1,"tweetType":1,"viewCount":1749,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["MSFT"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":607,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/573128756195552"}