Jose Najarro Stocks on $MSFT (Oct 27, 2026)

We even kind of saw a little bit of a slowdown by certain players like Microsoft for a little bit

but on the other hand, Microsoft's really important because the M365 licenses, Azure, they're they're both maybe they're equally as important. I don't know. What do you think?

I think that what I'm excited to see is Microsoft's Ashure revenue has kind of stayed um in kind of this flatline mode between 37 38 39 40% and and they continue to say main reason is capacity constraints if this quarter they somehow got a lot more capacity than they expected or they projected and we see that Azure number grow a lot faster than that 40% I think the market can wake up and say because I think for Google right we're seeing we have seen crazy double digit growth these past two two quarters we haven't we've seen consistent growth with Amazon uh with Microsoft but not an acceleration like we saw for Google so if Microsoft gives us an acceleration in in cloud growth I think that would be meaningful um to the market and that's what I'm excited I'm hoping to see

I know Microsoft was trying to time a moment where there would be a balance between supply and demand in the AI cloud. I think they're going to stop talking about that because they keep pushing it off longer and longer.

They kept saying, "Hey, next quarter, next two quarters, we believe there's going to be a better supply and demand balance." And every quarter, they say, "Actually, it's next quarter.

It's actually next quarter." I think eventually they need to give up with that and just say, "Hey, look, we actually can't tell you when there's going to be a supply demand balance in the cloud space anytime soon.