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Microsoft Corporation (MSFT): A Bull Case Theory

We came across a bullish thesis on Microsoft Corporation (MSFT) on Substack by Charly AI. In this article, we will summarize the bulls’ thesis on MSFT. Microsoft Corporation (MSFT)'s share was trading at $447.20 as of Jan 28th. MSFT’s trailing and forward P/E were 36.93 and 34.01 respectively according to Yahoo Finance.

[caption id="attachment_350346" align="aligncenter" width="750"] Pieter Beens / Shutterstock.com[/caption]

The release of DeepSeek’s R1 model has raised significant concerns for Microsoft, which is heavily invested in OpenAI, the creator of the O1 series. As...