Microsoft Stock at $600 or $400? Here’s What You Should Bet On

Core Viewpoint - Microsoft has experienced a significant decline of over 16% since the start of November, despite posting strong financial results and being a key player in the AI sector [2][8] Group 1: Company Performance - Microsoft is currently the fourth largest company, trailing behind Apple, Google, and Nvidia [4] - Azure, Microsoft's cloud computing platform, has shown impressive growth, with a year-over-year increase of 40% [8] - The company has raised prices for Office 365, attributing this to AI integration, which has contributed to a 17% growth in productivity revenue [8] Group 2: AI Positioning - Microsoft is a significant player in the AI buildout, with its Azure platform expected to surpass AWS as the largest cloud service provider [3] - The company has invested heavily in OpenAI, which is projected to incur $115 billion in losses through 2029, with a substantial portion of this funding directed towards data centers like Azure [7] - Despite its investments, Microsoft is perceived to be lagging in developing proprietary AI models compared to competitors like Alphabet and Meta Platforms [5][6]