---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000798619.md"
description: "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."
datetime: "2026-07-15T23:06:01.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000798619.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000798619.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000798619.md)
author: "[First Fellow](https://longbridge.com/en/profiles/27399941.md)"
generator: "portal-rs"
---

# This is my conviction on $Microsoft(MSFT.US)They d…


### Related Stocks

- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [002245.CN](https://longbridge.com/en/quote/002245.CN.md)
- [COP.US](https://longbridge.com/en/quote/COP.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**