Could this big tech

Could this big tech name be the best play in the second half of the year? One of Microsoft's greatest strengths in the tech trade is the fact that it doesn't fit into a specific category. People want to pigeonhole it as a hyperscaler, but it's not that. They want to pigeonhole it but it's not that you've had headwinds on it from the standpoint they're not going to meet their CapEx commitments. Then it was, they're going to be affected by the SaaSPocalypse and they're going to. And now they're saying Copilot is gaining seats. So they've been affected by a lot of crosscurrents. And I think a lot of it's just that it doesn't fit neatly into a lot of buckets. That's what I actually happen to like. You kind of different areas I want to dive into with this company. I think the first one is just looking at the chart action, because it's hard to talk about a stock without ignoring the fact that it's down 20% year to date, roughly 20% for the year. And this is one of those mag seven huge names. These big names to be underperforming is definitely concerning for investors, especially those who own Microsoft, maybe who've owned it for a long time. When you look at the gains over the last five years, this stock has only gained investors a return of about 40%. When you look at just the stock price. That's not really keeping up with how much the S&P and the overall market has gained five years. So it has not been a top performer for you at all. And now we're going to talk that might turn around. Throughout this entire time, throughout this entire five years, the most telling thing is you're starting to see institutional money starting to flow back into Microsoft. And I think one of the key drivers for the stock in the second half of on the headline side of it, there's really been nothing wrong with Microsoft's earnings. There's still growing revenue year over year. There's still growing earnings year over year. Investors are forward thinking. They're concerned about is what is the future going to hold. You've got the models from Anthropic and OpenAI, which of course has a relationship with Microsoft. But there was the concern companies were going to say, we don't need to spend money on as many Copilot seats, because why are we going to pay for that when we can use some of these other open source models? Right in Microsoft's own earnings report, they showed that, Copilot had over 20 million paid seats. Now, this was the first quarter that they had actually put a number. Microsoft is successfully, monetizing AI. Although Copilot isn't the biggest story for that. The real growth for them is going to be on Azure. It's going to be in that cloud area. This AI infrastructure is a multi-year story. Investors have to be able to look at this and filter out what is noise and what is actually happening. look back and say, that was a name that was a no brainer to buy when it was on this big dip.