---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40600776.md"
description: "Microsoft  $Microsoft(MSFT.US)  My recent thoughts:What I value is still the "Cloud + AI" driven model.1. AI Copilot Penetration: Microsoft 365 Copilot has over 20 million commercial paid seats, growing extremely fast, with only 5% penetration so far. It has so many business users 🤔Additionally, the Maia 200 inference acceleration chip increases throughput by 40% and reduces token cost.2. Cloud Azure Growth: Azure and other cloud service revenue grew by 40%, exceeding market expectations.3. Unbinding Cooperation with OpenAI: Microsoft revised its agreement with OpenAI, shifting from an exclusive partnership to a long-term patent fee and IP access model to maintain flexibility in the intense market competition.I used to worry about OpenAI all the time, but now there's basically nothing to worry about. This is also the starting point for me to begin building a position. Just be friends with time 😂Not investment advice!"
datetime: "2026-05-10T01:53:07.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40600776.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40600776.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40600776.md)
author: "[价值&投资](https://longbridge.com/en/profiles/3090.md)"
---

# Microsoft  $Microsoft(MSFT.US)  My recent thoughts…


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## Comments (40)

- **吃饭睡觉骂马斯克 · 2026-05-11T00:43:08.000Z**: Obviously, Microsoft is still going to fall.
- **剑影独行侠 · 2026-05-10T22:59:23.000Z**: I'm just afraid that it won't follow when it rises, but will follow with a clatter when it pulls back.
- **30刀乐 · 2026-05-10T15:36:36.000Z**: Microsoft didn't catch up with the rhythm of this small bull market. Looking forward to the moment when capital pays attention again.
- **麻子受害者 · 2026-05-10T12:37:40.000Z**: Hold for long term
- **发发灰 · 2026-05-10T09:34:18.000Z**: 380 adding
- **韭菜根& · 2026-05-10T08:08:56.000Z · 👍 3**: Profits are similar to Google's, but the market cap is off by 1.8W😪
- **外贸幼稚园 · 2026-05-10T04:37:07.000Z · 👍 1**: Microsoft has cloud, has applications. Davis is done.
  - **上海忧郁二代** (2026-05-10T08:21:39.000Z): Double-click or double kill
  - **退场** (2026-05-11T00:50:25.000Z): Double-click, it's just being misjudged by the market right now, wait and see, its narrative will reverse like Google's did.
- **周树人的交易员 · 2026-05-10T04:00:55.000Z · 👍 7**: Currently choosing to hold MSFT, requires sufficient patience🤗
  - **银河威威** (2026-05-10T08:41:38.000Z): So, average in, trade on the left side, everything else is too risky. Holding cash feels unsatisfying.
  - **周树人的交易员** (2026-05-10T08:46:18.000Z): Hold a base position on the left side, and trade intraday (T) on the right side following the trend. The trading process ultimately evolves into a game against one's own inner restlessness.
  - **银河威威** (2026-05-11T00:27:10.000Z): Director Zhou speaks with data and K-line charts. I've been fortunate enough to see your predictions a few times, and they've been quite accurate. But we retail investors are slow. Director Zhou, plea
- **ʕ•ﻌ•ʔ · 2026-05-10T03:00:29.000Z**: Bro, the market is so high right now, and with US Treasuries and the midterm elections, it feels like a major correction is coming soon.
- **你还年轻，三千万不够 · 2026-05-10T02:54:31.000Z**: Cost 370, I can afford it. See you at 550.
- **钢铁纪律 · 2026-05-10T02:47:27.000Z**: Bro, I've opened and added to a position.
- **阿二每天都要开心呀 · 2026-05-10T02:38:46.000Z · 👍 1**: Bro, I've been at Microsoft for three months now, and I'm feeling awesome every day.
- **价值哥的狂热粉丝 · 2026-05-10T02:30:10.000Z · 👍 3**: Thanks, Value Bro, for feeding me again!
- **相信概率 · 2026-05-10T02:25:51.000Z**: Year-end 650😑
- **RUI RUI · 2026-05-10T02:24:44.000Z**: Cost 407, regret not adding more at 350 😂
- **JensenWu要努力 · 2026-05-10T02:17:13.000Z · 👍 3**: I think so too. Deepening cooperation with Anthropic is a good thing. Anthropic definitely needs to amplify its foundational model capabilities at the software level, otherwise its talents would be wasted.
- **edent · 2026-05-10T02:12:34.000Z · 👍 7**: Value Bro, the lawsuit between Musk and OpenAI hasn't been settled yet. Microsoft holds over 20% equity in OpenAI. If OpenAI can't commercialize, Microsoft will lose this part of its equity. Could this be another bomb?
- **户晨风の交易员 · 2026-05-10T02:01:32.000Z · 👍 7**: Liquidate Google, Apple, Amazon calls, buy some Microsoft to collect some cash and wait for the next target layout
  - **韩跑跑的交易员Luka** (2026-05-10T04:12:04.000Z): Zhen Huzi?
  - **小唐必发财** (2026-05-10T10:42:44.000Z): It should be fake. If it's a 'huzi', the assets should be in the top 1%.
- **赚不尽亏得完 · 2026-05-10T02:00:19.000Z · 👍 2**: Bro, have a great weekend. Be friends with time.
- **赶英超美 · 2026-05-10T01:58:08.000Z · 👍 1**: At what price do you plan to add to your position?
  - **价值&投资** (2026-05-10T02:09:08.000Z): Added
  - **赶英超美** (2026-05-10T06:34:43.000Z): I saw you opened a position at 400, at what price did you add to it later?
  - **Meng.** (2026-05-10T14:37:22.000Z): Just buy at the approximate position. Value Brother is doing long-term value investing and doesn't care about those specific few percentage points.