Microsoft: Financial Strength Personified, Remain Strong Buy

  • Microsoft remains a strong buy due to its unmatched business strength, diversified revenue streams, and visionary leadership under Satya Nadella. The company boasts dominant moats in enterprise software and operating systems, ensuring recurring revenue and high customer retention. Azure cloud growth, especially from AI workloads, is a key driver, with robust demand and quantifiable returns justifying continued high capex.