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Posted by
Two Blokes May 1 -
Filed in
Stock
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Microsoft's strong earnings report highlights its resilience amid global trade tensions and its robust AI-driven growth, positioning it as a top investment opportunity compared to Mag 7 peers. Despite rumors of an AI capex slowdown, Microsoft's long-term compute demand and mission-critical enterprise software ensure continued growth and stability. Microsoft is shielded from tariff impacts affecting other Mag 7 peers, making it a safer investment with a compelling growth/valuation profile.
