$MSFT Microsoft : Showing the way $90B rev beat, Azure +43%,

Darkhorse ⚡️

$MSFT Microsoft : Showing the way $90B rev beat, Azure +43%, RPO +112% YoY. Capex nearly doubled to $115.9B but demand still exceeds supply - that's the bull case, not the risk. Buy if you can stomach short term volatility and hold 1-2 yrs. The AI infra bet is converting to revenue, not just burning cash How Microsoft got it right flipping the “AI Capex is bad “ script.👇 https://t.co/rzBiEm1SVI

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