$Microsoft(MSFT.US) Investor enthusiasm has soured, driven by concerns over the sheer scale of Microsoft's AI spending. The company is pouring unprecedented sums into data centers, chips, and cloud infrastructure to support AI workloads, with capital expenditures running at levels that would have been almost unimaginable. While Azure and AI-related revenue continue to grow, investors have questioned when those investments will generate returns sufficient to justify the costs. As a result, the market narrative has shifted from excitement over AI opportunity to scrutiny of AI monetization, margins, free cash flow, and return on investment. That is why Microsoft has been struggling so much without any significant recovery. @Bridge Buzz SG