Microsoft is down 25% over the last year even as almost every Fortune 500 company still uses its software.
$MSFT also just had its best quarter ever with $82.9 billion revenue.
@_JoshSchafer makes the case to buy the dip.
$MSFT is trading at a decade-low valuation because the market is focused on the near-term cost of AI while underpricing Microsoft’s role as one of the most important enterprise AI platforms in the world.
The bigger shift is that Microsoft may move from only monetizing users to monetizing work where companies eventually pay not just for employee licenses but for the AI work being performed around each employee.
That creates a ton of upside if Microsoft can monetize agents, tokens, workflows, security, governance and productivity across the enterprise stack in the new AI economy.
@RNCResearch But you have to have an ID to enter Costco, pay with a credit card , pick your son or daughter up from school. People show an id everyday of the week. People that don’t want ID to vote are fools and make it seem that they are trying to cheat
Ackman views $MSFT as having an "impossible to disrupt" position in enterprise software. The base Microsoft 365 package has 450M users at a very low cost per seat, roughly $200 per customer. It would be nearly impossible for an enterprise to replace these various components with 3P vendors, even at twice the price.
Microsoft Copilot gives enterprise employees a secure way to access AI tools without putting the company at risk of extreme cloud computing bills or exposing proprietary data.
🚨Los Angeles Election Fraud Caught on Hidden Camera
LA election petitioners were caught on tape giving homeless individuals other voters' information, instructing them to forge voter names and signatures, and offering cash and drugs as incentives to register to vote.