Microsoft's AI Pivot: Lower OpenAI Risk, Clearer Path to Cash Flow
Microsoft is transitioning from a narrative-weighted AI bet to a monetization-focused strategy. With a $3.05 trillion market cap, strong free cash flow ($72.9B), low leverage and enterprise-first distribution, MSFT looks buyable on dips. This trade expects AI revenue conversion to accelerate over the next 180 trading days as Microsoft reduces singl…