We came across a bullish thesis on Microsoft Corporation on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on MSFT. Microsoft Corporation’s share was trading at $486.74 as of December 1st. MSFT’s trailing and forward P/E were 34.99 and 31.45 respectively according to Yahoo Finance.
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Microsoft’s Q1 FY26 results confirmed the “Great Re-Integration,” where enterprises are abandoning fragmented “best-of-breed”...
