Microsoft has 3 secret weapons that could drive its stock 50% higher, analyst says
THE SO WHAT
If Wall Street is still underpricing Microsoft’s AI strategy, that’s a signal that enterprise AI monetization is likely to be slower and more backloaded than the hype suggests. Operators should assume Azure, Copilot, and Windows-level integrations will keep getting bundled and subsidized — your negotiation leverage is in workload portability, not list price.
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