$Microsoft(MSFT.US)Background: Microsoft Q1 FY2027 results strong lah. Revenue grew 19%, Azure surged 48%, and Microsoft…
$Microsoft(MSFT.US)
Background: Microsoft Q1 FY2027 results strong lah. Revenue grew 19%, Azure surged 48%, and Microsoft Cloud grew 30%. AI and cloud demand remain strong, but massive AI infrastructure spending and rising capex could pressure margins.
My trade: Bought at an average cost of US$397.
Takeaway: Long-term still bullish. Azure and AI got strong growth potential. I would hold and start accumulating on dips in small batches. Don't go all in yet; keep some bullets for further downside.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.