$Microsoft(MSFT.US) Q2 earnings beat across the board: $81.3B revenue, Azure +39%, commercial backlog $625B up 110% . Yet stock down 17% YTD, worst in Mag7. Market says capex too high, I say wait for Q3 supply catch-up. MSFT at $398, 25x PE, 5-year low. This dip is a gift.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments