profile image
In my opinion, this is the biggest opportunity right now. I'm buying MSFT and CSU.
11
profile image
@Amine Aren't you worried about Microsoft's high CapEx spending?
1
profile image
@capital_captain_2693 No, not at all! Without CapEx, there's no growth.
profile image
@Amine I've invested in Microsoft myself, but I'm just not sure whether such large sums will pay off when it's not even clear yet exactly how AI can be monetized
profile image
@capital_captain_2693 All of these companies are expanding their cloud divisions and need capital to do so. By leveraging AI, they’re achieving significantly more growth with fewer employees. Thanks to Microsoft’s massive existing customer base, the new AI technology can be marketed perfectly: Trust is already established, which is why customers will prefer Microsoft. In addition to the attractive valuation, there are many other reasons why I believe this is a buy.
2
@Amine CSU Safety-Margin is wayyy to Small even since they lost -50%
1
@Amine bullshit, You can have Growth without investing in something, for example: Adjust Prices high
profile image
@market_maestro_vnyyc no problem 😁 i will take the bet
profile image
@market_maestro_vnyyc that's only way to grow. Good companies find many ways to grow. No need to be aggressive here.
profile image