$MSFT IS TURNING AI INTO A SUBSCRIPTION BUSINESS:



$29/month Copilot add on could generate billions in recurring revenue across Office 365.

Azure cloud revenue up 29% YoY, growing faster than AWS.

They own LinkedIn, GitHub, and now lead in enterprise AI adoption.

Trades at about 33x forward earnings which is a little expensive, but with sticky products and pricing power.

If you want AI + cloud exposure without betting on one app, $MSFT is something to check out.
IN-10.61%
CLOUD-3.19%
AWS8.6%
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