SI
simplydunno
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Microsoft's Capex Bill Comes Due Before the AI Revenue Does
Microsoft's Capex Bill Comes Due Before the AI Revenue Does I own Microsoft because it is the rare business that sells the picks, the shovels, and the land. Azure compounds, Office is a tollbooth, and the balance sheet has never needed anyone's permission.Read more
SI
US$512.1
23.7% undervalued intrinsic discount
Fair Value
Revenue
14.61% p.a.
Profit Margin
39.34%
Future PE
23.17x
Price in 2031
US$774.86