Rihard Jarc(@RihardJarc):Didn't think I would see $MSFT trading at a 20x forward P/E again in the $MSFT "Azure era" now coming at the April war lows. The interesting part is that growth for Azure looks as good as it has ever been (+40%) with a massive backlog and severe global compute shortage. On the software part, there are no real signs of companies canceling Office licenses (despite the fears around it).

Rihard Jarc

@RihardJarc

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Rihard Jarc@RihardJarc

2026.06.18 13:48

Didn't think I would see $MSFT trading at a 20x forward P/E again in the $MSFT "Azure era" now coming at the April war lows. The interesting part is that growth for Azure looks as good as it has ever been (+40%) with a massive backlog and severe global compute shortage. On the software part, there are no real signs of companies canceling Office licenses (despite the fears around it).

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