GMBStaff
16 Sep 23
<p>Microsoft continues to post resilient fundamental results in spite of the tough macro. However, these strong results may not be strong enough given the current valuation.</p> <p>Investors may have been caught off guard by how little generative AI is boosting current results. Thi...
Microsoft continues to post resilient fundamental results in spite of the tough macro. However, these strong results may not be strong enough given the current valuation.
Investors may have been caught off guard by how little generative AI is boosting current results. This raises concerns about the future growth potential of the stock.
There is a possibility that Microsoft may experience a "lost decade" ahead, where it struggles to achieve substantial growth and fails to meet investor expectations.
Overall, while Microsoft is currently performing well, there are doubts about its future growth trajectory and whether it can justify its current valuation.