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This reel analyzes Microsoft's recent earnings report, highlighting strong growth in Azure and a significan...

Aug 3, 2026

This reel analyzes Microsoft's recent earnings report, highlighting strong growth in Azure and a significant backlog. The creator discusses adjustments to earnings due to investments and accounting changes, and notes that the stock is trading below historical PE averages, suggesting it might be undervalued. The creator also mentions holding a significant position in MSFT.

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MSFTNeutralHigh ConvictionSignal-backedPrimary

Microsoft's strong earnings growth, particularly in Azure, and trading below historical PE averages suggest a potentially undervalued stock, leading the creator to hold a significant position.

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