Microsoft's OpenAI exposure is a very good reason to keep it alongside Anthropic exposure through Alphabet and Amazon. The prior thought of reducing or exiting Microsoft has given way to a tentative hold, with no plans to add for now. x.com 

Microsoft's AI spending is producing faster growth with better economics: Azure accelerated to 48% on a $100B+ base while capex was $39.4B, below expectations. Management then guided Azure to 49-50% and said demand still exceeds supply, ending the debate over whether AI investment is paying off. Overweight, $625 target. x.com  x.com  x.com 

Microsoft's Azure has lost its OpenAI-model access edge because those models are also on AWS and are coming to Google Cloud. Azure now has to win on price and service rather than access. x.com 

Microsoft's hold on enterprise software and the cloud running AI makes it one of tech's best positions to own. Fiscal Q1 revenue rose 19% on Azure and the AI stack, while operating income rose 21% and net income 32%. Grade: A. x.com 

Microsoft's 50% Azure growth and prospect of positive cash flow in 2027 make the stock look bulletproof. Headcount cuts, lower Anthropic spend, a better Copilot routed to cheaper tokens, and coming proprietary chips and model usage add to the case. It should get Apple's multiple plus recognition for cybersecurity. x.com  x.com 

Microsoft's $13 billion OpenAI investment may be impaired, because OpenAI's CFO Sarah Friar has worried, per Bloomberg, that the company might not be able to pay for future compute contracts if revenue does not grow fast enough. OpenAI, valued at $852 billion, has no real profit and burns through GPUs and investor cash. That would accelerate Microsoft's already sizable decline this year. x.com 

Microsoft's faster Azure growth on less capital spending than feared is the mix investors wanted from Big Tech. Azure brought in $33.2 billion last quarter, up 48%, its third consecutive quarter of accelerating growth; capex was $45.2 billion versus $50.8 billion expected. x.com 

Microsoft's salesforce and governed platform unlock AI spending at conservative firms. Faster enterprise than consumer AI adoption makes it effectively the only pure play. M365 Commercial may top 20% growth next quarter, sooner than expected on tonight's guide; GitHub resegmentation helps, but it should do so this year anyway. Azure and M365, two-thirds of revenue, should grow above 50% and 20% and may accelerate. $24-25 CY27 EPS remains achievable, implying under 22x forward earnings. x.com  … Show more

Microsoft's revenue dependence on OpenAI is a negative, though not as bad as expected. Of Azure's more than $100B of fiscal 2026 revenue, $24B came from OpenAI. Replying to @sv_techie, who heard 70% of Microsoft's AI revenue comes from OpenAI: it is unclear how AI revenue is quantified, but the Azure figure is solid. x.com  x.com 

Microsoft's AI ROI is massive because it expects to sustain its current 18% year-over-year growth with 27% fewer employees. It is cutting its workforce by 27%, undercutting claims that AI has no ROI. x.com