Ubiquitous Computing, Ambient Intelligence: 2 Reasons Microsoft Is A Must Own
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The article discusses the author's decision to sell BTI shares and invest in Microsoft, highlighting Microsoft's AAA rating, founder involvement, high gross margins, and strong revenue growth. The author's purchase was influenced by Microsoft's Owner's Yield of 5.9%, driven by Azure and Co-Pilot growth.
January 15, 2025 | 2:30 pm
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Microsoft is highlighted as a strong investment choice due to its AAA rating, founder involvement, high gross margins, and strong revenue growth. The company's Owner's Yield of 5.9%, supported by Azure and Co-Pilot, makes it attractive.
The article emphasizes Microsoft's financial strength and growth prospects, particularly through Azure and Co-Pilot, which are key drivers of its valuation. The AAA rating and high Owner's Yield further enhance its attractiveness as an investment.
CONFIDENCE 100
IMPORTANCE 90
RELEVANCE 100