$Microsoft(MSFT)$ Is Microsoft spending too much on AI? The short answer is no, because their core business is practically printing money. Looking at their latest Q3 FY26 results, their financial health is elite: - **Core business strength:** Operating cash flow grew 26% to $46.7 billion, proving their everyday products are more profitable than ever. - **Self-funded AI race:** They spent $31.9 billion building out AI datacenters this quarter without needing to take on heavy debt. - **Zero debt worries:** They hold $78.3 billion in cash, easily out-bulking their $31.4 billion in long-term debt. - **Highly stable revenue:** Over 65% of their business is now predictable cloud subscriptions, giving them massive stability for the future.
$Alphabet(GOOG)$ If Google's AI chips come out and can compete with NVIDIA, I think the stock could double within weeks. And that might just be the beginning.
$Microsoft(MSFT)$ To me, signing off on a stock split before AI hits the next gear and giving the retail investor a path forward is the right thing to do. Most companies couldn't care less about retail investors like us.
$Microsoft(MSFT)$ BlackBerry feels like the new MSFT and ARM. Its QNX is the operating system for AI, robotics, and all vehicles. It's hitting new highs, yet the market cap is still only $5 billion.
$Microsoft(MSFT)$ If someone had told me earlier that the S&P and NASDAQ would reach their current levels, and then mentioned Microsoft's share price, I wouldn't have believed it. It's amazing how quickly the narrative can change.
$Microsoft(MSFT)$ The best thing about MSFT is that if NVDA sells off after earnings as it usually does, MSFT will pop; and if NVDA goes up for once, the market will be up and so will MSFT. Safest play at the moment in my view. Can’t lose either way.
$Microsoft(MSFT)$ Microsoft's new quantum chip has the potential to lead in quantum computing and dominate that market. It has the lowest PE ratio among the Magnificent 7 and appears quite undervalued.
$Microsoft(MSFT)$ OpenAI's success could really push this stock higher, especially on a stronger market day. Plus, ServiceNow's upgrade shows that Wall Street is returning to selected software names.