Quick Read – MSFT has dropped 22% year to date, offering a 19x forward P/E against 23% earnings growth and four straight consensus beats. – Microsoft’s commercial backlog hit $627 billion, nearly doubling year over year, with 25% converting to revenue in the next 12 months. -…
y Hood confirmed most of Microsoft’s $31 billion quarterly capex is pre-contracted for the infrastructure’s useful life, neutralizing the bear case. – 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
My buy order on Microsoft (NASDAQ:MSFT) has fired five times this year, and the sixth sits queued for Monday morning. The stock is down. The headlines are nervous.
I keep adding, and I am writing this to explain exactly why. What pulls me back is simple. Microsoft sits at the center of the agentic computing era with the balance sheet, the contracted customers, and the cash flow to fund the buildout without flinching.