FTAI → $350.00 by Aug 9, 2030.

Fresh batch of company write-ups from Substack authors, all published within the last week. Not my work - sourced from Giles Capital's weekly compilation: [https://gilescapital.substack.com/](https://gilescapital.substack.com/) # Americas **Long Term Pick** on [**Microsoft Corporation**](https://longtermpick.com/p/microsoft-analysis-2026) (🇺🇸 MSFT US - US$3.4tn) Azure crossed $100B in annual revenue this quarter, growing 43%, with $678B in contracted future revenue up 84% year-on-year. Trades 23.9x forward P/E, below the five-year average, as the capex cycle temporarily compresses free cash flow. Net cash, 68% gross margins. **Archive …