SouthernValue @SouthernValue95 · 01 Aug 2026
$MSFT is still down on the year, and <20x my estimate of CY27 EPS. With Azure growing mid-high 40s, and M365 commercial ($100B business) soon to accelerate to the 20s, I think multiple expansion is warranted. The vast majority of MSFT revenue and profits are clearly benefitting https://t.co/ADufMRWGBx
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