On: Microsoft: Cloud services demand up, prioritizatio...

[jbverschoor]

They’re mainly a software / services company. There’s no reason their revenue will drop, the contrary..

Yet the stock price has the exact same changes as the rest of the entire market.

Their cloud demand is up x7.. it’s not priced in. Amazon same thing, although less so imho

Their current p/e is 26. Remove cash and it’s nearing 20.