Rihard Jarc
@RihardJarc
Researching and investing in tech (AI, cloud, semiconductors, platforms). DMs open. Tweets are only opinions.
가입 January 2016
2.8K 팔로잉 중 81.3K 팬
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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