MSFT is down 11.87% over the last month, but they just crushed earnings so why? As of most things in the market over the last 18 months, it's AI. They aren't hyperscaling as bad as nvidia or meta or any of the other MAG7 stocks. Over the last year it only has risen three percent, way under the market. But what there plan with AI is will lead to them rising to the top.
first of all you can't make a long term bet against them, to bet against Microsoft is to bet against office software and basic OS. Microsoft has been one of the biggest companies globially for two decades for this reason. And their plans with Copilot is how they are going to win. Copilot is going to be the only fully integrated AI in Office 365 that will make "busy work" near extinct. What Anthropic is trying to do with Claude cowork is what copilot will be. But copilot will already be intergrated into office 365.
But in the end it is still MSFT, you didn't need to know that there going to beat the market in the next 5 years or be Microsoft. But Copilot is also integrated to XBOX, this is there hidden goldmine that i don't think most people even know. AI intergrated gaming software can replace google and other engines for searches amd replace youtube for guides. Hw would you look away from the game when you can speak your issues into your game and see a fix. This is what will bring them out of the bottom tier of AI stocks. When it gets out of beta (which it currently is in) and it starts producing, i see sony and/or nintendo wanting to integrate an ai into their gaming an who will already have the software? Microsoft will and that is how they will win AI, from the background. Not loud, not zillion dollar infrastructure but software integration.
This is just how i see it, im a coward with maybe fifteen dollars in stock lifetime, im not licensed but i hope you all can see what i see.