Posts  / MSFT  / #POST-212535
REDDIT

Microsoft may be the best REAL A.I. play yet..

A
Nov 20, 2025 · 05:31

After looking at the insane web of partnerships Microsoft has built by late 2025 exclusive cloud for OpenAI (hundreds of billions committed), massive multi-year Azure deals with AT&T, Oracle, Snowflake, Coca-Cola, Vodafone, Volkswagen, Walmart, the U.S. DoD, London Stock Exchange, and basically every Fortune 500 name you can think of, plus the Big Four consultancies shoving Copilot down every corporate throat and now even a giant private A.I. infrastructure fund with BlackRock and NVIDIA I’m starting to wonder if Microsoft isn’t quietly becoming the single best one stock to own on the planet. They’re literally collecting a growing fee from every company, government, and A.I. lab that wants to be relevant in the 2030s all while printing 30%+ operating margins and compounding at 15-20% EPS growth with almost no cyclical risk. In a world where everyone is fighting for A.I. Microsoft already owns the models, the enterprise relationships and the balance sheet. Thoughts? Is MSFT actually the ultimate no brainer buy right now?