Microsoft is Consolidating and Will Be More Expensive Soon, So I Keep Buying

Quick Read

• Microsoft’s Azure surpassed $100 billion in annual revenue, grew 43% year-over-year, and is guided to roughly 45% growth next quarter.

• The OpenAI partnership, with IP rights through 2032 and $250 billion in contracted Azure services, gives MSFT a moat AMZN and GOOGL cannot replicate.

• A $678 billion commercial backlog growing 84% year-over-year outpaces capex concerns, supporting continued accumulation before operating leverage emerges in earnings.

• Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn’t make the cut. Grab the names FREE today.

I hit the buy button on Microsoft (NASDAQ:MSFT) again last week, and I will hit it again next month. The stock is down 6.91% over the past year and roughly flat year to date, sitting at $480.35. That is exactly the window I have been waiting for. The consolidation is the invitation.

The Thesis in Plain English