Nicholas Bravery @braven999: "**Why Microsoft Stock Is Holding..."

Thailand

**Why Microsoft Stock Is Holding Strong Amid Middle East Escalation & Market Selloff** While broader markets dipped on fresh geopolitical tensions, rising oil prices, and Hormuz concerns, Microsoft (MSFT) has shown notable resilience — bucking the trend in recent sessions. Here’s why: - **Defensive, recurring revenue**: Heavy exposure to cloud (Azure) and Microsoft 365 subscriptions means less sensitivity to short-term economic shocks compared to cyclical or hardware-heavy names. - **AI momentum remains intact**: Azure continues strong double-digit growth, with Microsoft’s AI business already at a $37B+ annual run rate. Enterprise demand isn’t fading with headlines. - **Fortress balance sheet**: Funding massive AI capex internally, strong free cash flow trajectory, and a decade-low valuation (~21-23x forward P/E) make it attractive in uncertain times. In volatile markets, quality compounds. Microsoft’s combination of durable growth, cash generation, and perceived safety is helping it stand out — even as the broader tech sector feels the pressure. Geopolitics can create noise, but strong fundamentals still cut through. In turbulent times great companies like this offer one of the best ways to play it safer whilst at the same time retain solid exposure to the equity markets. $MSFT (Microsoft) $DJ30 $SPX500 $NSDQ100 https://x.com/Nick_Bravery

Not investment advice. The author may have financial interests in the mentioned instruments.