Here s My Plan for Microsoft I have maintained a core long position in MSFT for quite some time. The plan? Let s take a look.
Dec 22, 2020 | 10:15 AM EST
It s no secret that I have been high on Microsoft (MSFT) for quite some time. I certainly have written enough on the stock, it s various businesses, and just how high an opinion I have of CEO Satya Nadella. He s got one of those brains, that when he speaks. you just step back and think. Not a lot of folks can do that. We have long held Microsoft as a core position, as we have expected a lot out of it s hybrid cloud businesses. It s no secret that Azure has been steadily gaining market share on Amazon (AMZN) Web Services, while fending off Alphabet s (GOOGL) Google Cloud. You see, Azure provides the same stack used in the public cloud, which allows for businesses a certain flexibility in terms of scalability and flexibility, and in making use of their own on premise data centers.