Microsoft Stock Soars as Investors Bet on the Future of Computing and AI

Jean-Luc Ichard discusses why Microsoft's recent decline in stock price after reporting FY23 Q4 earnings is an overreaction from investors. He highlights the long-term investments Microsoft is making in the future of computing and AI and attributes the decline to short-term concerns. He believes that Microsoft is currently trading below its intrinsic value and has around 19% upside potential. The article also discusses Microsoft's earnings results, including revenue and operating income growth, as well as its investments in computing and AI. Furthermore, the author touches on potential risks and concludes that Microsoft's stock is a buying opportunity for long-term investors.