BUY Invest with Henry Conviction 4/5 Analysis quality 85 Price target 500 now
The YouTuber is bullish on Microsoft, seeing it as a primary beneficiary of the AI boom, not just a participant. He highlights the rapid growth of Azure driven by AI workloads and the massive upside from Copilot, which is embedding AI into all Microsoft products. He also points to the company's elite operating margins, massive cash flow, and effective share buybacks as reasons for continued growth.
“But the biggest upside is co-pilot and that is the reason why I like Microsoft so much right now. AI monetization is just getting started for Microsoft.” — ▶ Watch clip