Lukas Andel @Lukyn13: "🖥️ Microsoft $MSFT and..."

Czech Republic

🖥️ Microsoft $MSFT (Microsoft) and its results❗️ I'm adding the summary again in graphics. It won't be like this all the time, but I'll combine it. I quite like it. What do you think? ❓Why are the shares falling? The market is uncompromising. Microsoft is trading at a premium valuation and investors have high expectations. While huge investments in AI infrastructure (tens of billions of USD) are running at full speed, the market demands faster and more monetization of these expenses. 🫵 My view: As an investor, I see strengths in the results and a clear confirmation of the long-term growth strategy. $49.1 B in Microsoft Cloud revenues (+26%) and an increase in remaining performance obligations (+51% to $392 B) are huge future demand. However, I won't rush into further purchases at this price and will wait for more news. Have a nice day, investor Lukas 🙋‍♂️ $MSFT $NSDQ100 $SPX500 $SWDA.L (iShares Core MSCI World UCITS ETF) $IUSN.DE (iShares MSCI World Small Cap UCITS ETF)