Posts  / MSFT  / #POST-247727
REDDIT

ITM CSP on $MSFT, crazy?

P
Aug 29, 2026 · 15:32

I know this comes as an uncommon practice so feel free to either roast me or ask questions on why I did it : )

Keeping it short and simple below..

Reasons:
1) Revenues are from multiple different channels.
2) Generated significant quarterly free cash flow while at the same time heavily investing in AI infrastructure
3) Cloud revenue grew 43% so its actually showing that its successfully "stealing" business from companies doing solely just cloud business.

And last, MSFT ain't going nowhere : )
Simple.

\*trade not taken solely based on the tool, not investment advice of course