Microsoft: Don’t Wait For A ‘Better’ Time To Buy

Summary:

• Microsoft stock’s recent underperformance has likely disappointed its investors.
• Microsoft needs to justify its AI infra investments while monetizing AI more effectively.
• Azure’s growth outlook should improve through 2025 as Blackwell AI chips are expected to ramp.
• Microsoft’s bundling strategies and scaling advantages should help maintain its competitive edge.
• I argue why investors have been accumulating MSFT despite its recent underperformance. Don’t wait for a “better” opportunity to get in.

Microsoft: Underperformance Spurred By Fears Of AI Growth Investments

Microsoft Corporation (NASDAQ:MSFT) investors have continued to experience underperformance against the S&P 500 (SPX) (SPY) and its tech sector peers (XLK) recently. Therefore, the

Analyst’s Disclosure: I/we have a beneficial long position in the shares of MSFT, AMZN, CRM, IGV either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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