Meet Kevin on $MSFT (Nov 9, 2026)
The speaker owns Microsoft shares and likes the company; he sees its ending of the 2023 Oracle AI rental agreement—the second backed-away partnership after IREN—as a shift toward less training and more agents and changed partners, not reduced AI capex interest.
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One unique thing about CoreWeave, which is quite strange, is that they probably take upfront payments from companies like Microsoft, so they don't actually have to borrow. In the end, Microsoft took the blame.
Korweev then uses them. This is an idea, no guarantee. Let's see what happens.
Now these are the names they like. They are emphasizing Amazon, Meta, Microsoft, SpaceX, and Nvidia.
Personally, I like all of these companies. I own shares in Meta, Amazon, Microsoft, Nvidia, and SpaceX.
Microsoft is ending its 2023 Oracle AI rental agreement. This is the second issue they have backed down from. One seems to have been IREN and now Oracle. I think what's happening is that Microsoft thinks we need less training, we need more agents.
And so their goals are changing. Now they are trying to change partners because they now prefer brunettes instead of blondes. That's my business. So I do n't think they are less interested in women or AI capital expenditure (CAPEX).
I think they are changing their preferences a bit.
What this channel has said about $MSFT
Meet Kevin has 12 calls on this stock; only the adjacent ones are shown.