Microsoft In The First Inning Of Artificial Intelligence Opportunity

Signal(s) to enter, add, reduce, exit, hold or change.

Microsoft Corp MSFT is in the first inning of its major AI opportunity. A fortune is to be made in AI over the next seven years. MSFT should be the cornerstone of profiting from AI. However, it is very important to systematically accumulate MSFT stock when it falls in the buy zone, if you do not already own it.

Core Model Portfolio

MSFT stock is in the core Model Portfolio of ZYX Buy by The Arora Report. Most long time members of The Arora Report have already built a large position in MSFT and are now profiting from the run up.

Earnings

Microsoft earnings were better than the consensus and whisper numbers. Stocks move up when the reported earnings and projections are better than the whisper numbers. Whisper numbers are the numbers that analysts do not publish but share privately only with their best clients.

Here are the key points from the earnings:

  • Microsoft cloud known as Azure grew by 29% vs. 26% consensus.
  • The growth is primarily due to demand for the AI tech stack.
  • Microsoft's GitHub Copilot is growing rapidly. It now has over 1M paid users.
  • Microsoft is keeping tight control on its expenses.
  • Microsoft's acquisition of Activision will add to its strength in video gaming.

Zones

For those who are following the Good Way, the Buy Now rating is 🔒.

For those following the Best Way, the buy zone is 🔒.

The recommended quantity is 55% - 80%.

The very long term target is $482 - $506.

The Best Two Of The Magnificent Seven

The magnificent seven stocks are Apple Inc AAPL, Amazon.com, Inc. AMZN, Alphabet Inc Class C GOOG, Meta Platforms Inc META, Microsoft Corp MSFT, NVIDIA Corp NVDA, and Tesla Inc TSLA.

For artificial intelligence, the best two of the magnificent seven stocks at this time are Microsoft and Nvidia. Keep in mind that in the world of investments, nothing is cast in stone. Markets are dynamic. For this reason, it is important for investors to stay in tune with the Real Time Feed by The Arora Report.

18 Artificial Intelligence Stocks

The world is going through a revolution that will change the way we live, work, and invest. We are now in the golden age of artificial intelligence (AI), where the possibilities for growth and innovation are endless. The power of AI is already transforming the world we live in. AI is driving the development of self-driving cars, revolutionizing healthcare, improving productivity in businesses, and changing the way we interact with technology.
In The Arora Report analysis, AI is a $5 trillion market. To take advantage of the opportunity, there are 18 artificial intelligence stocks that investors should watch. Please click here for the list. 

What To Do Now

Those in the stock may consider continuing to hold. Those not in the stock may consider following the parameters given above.

The Arora Report is known for its accurate calls. The Arora Report correctly called the 2008 financial crash, the start of a mega bull market in 2009, the COVID crash, the post-COVID bull market, and the 2022 bear market.  Please click here to sign up for a free forever Generate Wealth Newsletter.

This content is for informational purposes only and is not intended to be investing advice.

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Posted In: EarningsNewsTechTrading Ideasartificial intelligencecontributorsExpert Ideas
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