Pretty much everyone believes that generative AI is going to be a critical place to be in the coming decades, and I think Microsoft is far ahead of everyone else."
At its steep multiple and price appreciation, she is refraining from buying shares that look "due for a breather."
MSFT 5D mountain Microsoft shares this week Most analysts and investors agree that Copilot represents a big opportunity for Microsoft, but some remain skeptical of how much it will be able to monetize and how many users it can attract.
Earnings next week could offer the next big catalyst for Microsoft.
Microsoft is so well known that any kind of growth investor would have that philosophy."
Persons:
Nancy Tengler, Tengler, Paul Meeks, Meeks, Ken Mahoney, Mahoney, Goldman Sachs, Kash Rangan, Citi's Tyler Radke, Guggenheim's John DiFucci, You've, Michael Bloom
Organizations:
Microsoft, Laffer, Investments, Mahoney Asset Management
Locations:
overbought