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Posted by
Two Blokes Jun 23 -
Filed in
Stock
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4 views
Microsoft's AI monetization is just beginning, with Copilot and Azure AI offering measurable, recurring, high-margin growth potential not fully priced into current valuations. Despite higher relative valuations to peers, Microsoft's stable, sticky enterprise base and focused product suite justify a premium, making it a dependable long-term Buy for conservative portfolios. Key growth drivers include Copilot adoption, Azure AI, and Microsoft Fabric, with potential for $40B in new AI-linked revenue over the next 2–3 years.
