In my opinion, this is the biggest opportunity right now. I'm buying MSFT and CSU.
•
1010
•
@Amine Aren't you worried about Microsoft's high CapEx spending?
•
11
•@capital_captain_2693 No, not at all! Without CapEx, there's no growth.
••
@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
••
@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.
••