COP
137.5250.73%
F
Jul 15 at 11:06 PM
This is my conviction on $Microsoft(MSFT.US)
They don't need to win on building the best model on earth. They sell into every office on earth. Azure plus Copilot is AI deployed where enterprises already work. They win even if they don't win the best model competition. A great R/R trade at the current prices.
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