Post by Heavy Moat Investments | Commonstock | Azure-Ads-AI: $MSFT growth strategy

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Azure-Ads-AI: $MSFT growth strategy

Azure-Ads-AI: In my newest SeekingAlpha article I talk about $MSFT's triple-A growth strategy and why I'm bullish on the company

https://seekingalpha.com/article/4569414-azure-ads-ai-microsoft-stock-triple-growth-strategy

SeekingAlpha

Azure-Ads-AI: Microsoft's Triple-A Growth Strategy (NASDAQ:MSFT) | Seeking Alpha

Microsoft has a huge market opportunity in advertising that investors do not credit enough. Read why MSFT stock is a great buy at the current valuation, IMO.

Rihard Jarc

@rihardjarc January 13

Interesting to see that $MSFT, $AMZN and $GOOGL have two of the same pillar. Cloud & ads.

Heavy Moat Investments

@stonkmetal January 13

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@rihardjarc Yep, still large differences though. For Google it's pretty much the only pillar, considering the cash GCP is burning still. For MSFT it's still a small part and for Amazon it's a very important part of the business.

Rihard Jarc

@rihardjarc January 20

@stonkmetal Yeah althought seeing higher growth in GCP in the last quarter (of course it is smaller) but seems to be gaining market share. I wonder how big Azure actually is vs AWS. Estimates are all over the place.

Joshua Simka@tomato January 13

Continually impressed by $MSFT under Satya Nadella's leadership. I can't wait to see what they do with AI!

Heavy Moat Investments

@stonkmetal January 13

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@tomato Exciting timse ahead!

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