Microsoft Has A Headstart In The AI Boom (Archive)
Microsoft’s entrenched cloud and software ecosystem gives it a powerful AI compounding engine.
This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.
Elevator Pitch
- The AI boom has legs to go.
- Microsoft is well-positioned to be an AI winner.
- Broad-based share gains are likely to continue.
- Microsoft is trading at a 29.9x 1-yr fwd PE, which is at a modest 5.4% premium to its average multiple since 2018; an acceptable price given the rosy prospects ahead.
- I intend to phase in the buys over a period of weeks to potentially capture a discount buying opportunity enabled by market whipsaws.
Read the full article here.
Disclosures and Disclaimers
Past performance ≠ future results. Not investment advice. See full Disclaimer.
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