MSFT
Microsoft Corporation
About Microsoft Corporation
Microsoft is the world's largest software company, known for Windows, Office 365, and Azure cloud services. Azure is the second-largest cloud platform globally. Microsoft also owns LinkedIn, GitHub, and Xbox gaming. The company has made major investments in AI, including a multi-billion dollar partnership with OpenAI. Under CEO Satya Nadella, Microsoft has successfully transitioned to cloud and subscription-based revenue models.
Analyst Coverage
All posts about MSFT from our FinTwit analysts
AJ“Rapid panic driven by hot air... buy at a discount. Wait for the predictable rebound. Rinse and repeat.”
AJ“FactSet got Microsoft's cash flow wrong — rookie mistake creating opportunity for those paying attention.”
AJ“Microsoft Deep Dive: Azure AI growth, Copilot monetization, and why the CapEx fears are misplaced. 60 slides of alpha.”
AJ“GitHub Copilot hitting $1B ARR. Enterprise AI adoption is real and Microsoft is winning. Cloud + AI = unbeatable moat.”