Why the last skeptical Microsoft analyst just changed his tune on the stock

Core Insights - Microsoft's monopolies in Office and Windows provide a significant financial advantage over other major AI investors [1] - The company's cloud business is performing strongly, contributing to its overall financial health [1] Group 1 - The dominance in Office and Windows allows Microsoft to leverage its financial resources more effectively than competitors in the AI space [1] - The robust performance of the cloud business indicates a healthy growth trajectory for Microsoft, enhancing its competitive position [1]