What is Microsoft famous for? Everyone knows that it is famous for Windows and Microsoft Office we are using every day. The Microsoft AI is called Copilot, it is also the AI that The Express is using daily.
But I deliberately ask the Copilot AI to express more on the Azure. It described as “Microsoft’s Crown Jewel”. Microsoft Azure is a comprehensive cloud computing platform that offers a wide range of services and solutions to help businesses and developers build, deploy, and manage applications through a global network of data centers.
In the global cloud market, there are 3 giants, AWS of Amazon has a market share of 30%, but the growth rate is just 17.5%. Azure of Microsoft has a share of 20%-24%, but the growth rate is 33%. Which one would you buy now? However, GOOG cloud has a share of 13%, but growth rate is 32%.
Mind that the conclusion is in the last sentence of page 5.
Azure isn’t just chasing AWS—–it’s building the AI-first cloud for the next decade.
In the 1980s, Microsoft was famous for DOS, and 1990s for Windows and Office, the next decade will be AZURE.
One thing very special, when you refer to the daily chart, you can find out 2 particulars. The first one is that the candlesticks are very narrow. The second one is that the year line (250-SMA) is very flat. What does it mean? It means that the price is very stable. Why there is jumping gap on May 1st? It has a jumping gap of 9%. Because the revenue of Q2 is $70.1, better than the expected $68.4. But the forecast of AZURE has a growth of 33%. On July 31st, it jumped 4% because the earnings broke record.
Whether a stock is worthy of buying does not just depend on the trend or chart analysis, it depends on the growth of business and market share. When the market is at high, some people are very clever and would change horse to defensive stocks. Those are of 2nd line or 3rd or 4th lines with strong anti-falling power. The fall is small, but on the other hand, the rise is small, so we must view from both sides. And if we talk about stability, can those small firms compare with MSFT, the 2nd largest in the world? So stable and so promising!