I bought Microsoft 3 months ago at $360/share, MSFT, betting that the stock is undervalued. My target price is $765 by 2030.
Investment Thesis:
1. Strong Brand (M365, Azure, SharePoint, & Copilot)
2. Committed to Open Software
3. Investments in both Anthropic & Open AI
4. Quantum Computing
5. Videogames
Microsoft is a powerhouse and no one is switching from Outlook & Excel