From Yahoo Finance · · 40s
Microsoft Holds 10-Year Value
Microsoft's 10-year investment case remains strong despite AI shifts.
In brief
Microsoft's 10-year investment case remains strong despite AI shifts. Microsoft's cloud and AI growth supports long-term value despite high capital investment. Originally reported by Yahoo Finance.
Why I hold Microsoft
I've held Microsoft shares for over 10 years.
Microsoft's growth
Revenue grew from $85.3bn to $331.8bn in 10 years.
Cloud expansion
Microsoft expanded cloud products across existing enterprise customers.
AI momentum
Azure revenue grew 43% with 30m Microsoft 365 Copilot seats.
Capital investment
Microsoft spent $115.9bn on AI infrastructure in fiscal 2026.
Valuation check
Stock trades at 25x earnings with strong analyst buy ratings.
Long-term outlook
Microsoft's AI growth will support another decade of compounding.
The short version
Microsoft's cloud and AI growth supports long-term value despite high capital investment.
