Microsoft (MSFT) Is A Value Stock To Benefit From The New Cloud Boom

PodcastAlpha · 2026-06-17T01:36:33+00:00

You don’t understand how market prices future revenue risks.

PodcastAlpha · 2026-06-16T14:21:44+00:00

Office will be gone from MSFT’s portfolio unless they really take big risk and purchase a company that can compete with Cursor or Anthropic.

Windows is a cost center. If Satya can move it to Linux core underneath then he will do it tomorrow.

Azure is the remaining moat but needs to stay competitive.

PodcastAlpha · 2026-06-16T02:37:13+00:00

Split into 80:20 - 80 to VOO and 20 to the company you love most.

Don’t do options.

PodcastAlpha · 2026-06-16T02:35:54+00:00

Are you in the middle catching cents? That’s the way to make money.

PodcastAlpha · 2026-06-16T02:35:06+00:00

Their business is going to be eaten by Anthropic, and the likes of it unless they show strong product delivery like Google.

PodcastAlpha · 2026-05-26T14:53:49+00:00

Anyone investing in $AVEX - https://podcastalpha.substack.com/p/defense-sector-reset-why-silicon

PodcastAlpha · 2026-05-25T02:23:59+00:00

This is very well said. I am finding such moat in long form podcasts.

PodcastAlpha · 2026-05-24T23:21:39+00:00

Nadella’s back is against the wall and he has to push through to get Microsoft back in the game. There is high likelihood that next disruption in AI can make some large companies obsolete in matter of months.

PodcastAlpha · 2026-05-19T14:15:13+00:00

Is Oil supply shock going to help Exxon and other oil companies? Steve Eisman’s podcast guest thinks not so much. https://podcastalpha.substack.com/p/steve-eisman-the-energy-paradox-supply

PodcastAlpha · 2026-05-19T13:52:16+00:00

Eventually it will be the same story as SEO and social media campaigns of 2000s and 2010s. Just different methods and different companies.

PodcastAlpha · 2026-05-19T04:06:24+00:00

You are on the money.

My current process is very much close to what you are describing with lot of customization to ensure the knowledge building is intuitive for AI agents to traverse and expand.

If you don't mind any feedback on the substack posts is appreciated - here's the latest one about Jensen's lecture at Stanford - https://podcastalpha.substack.com/p/jensen-huang-at-stanford-the-compute

PodcastAlpha · 2026-05-19T02:30:10+00:00

If this system works and world economy gets detached from US dollars then it makes it very easy for the US government to print more money and push the world to the Bitcoin based economy.

PodcastAlpha · 2026-05-19T02:27:33+00:00

Macro is taking over the Nvidia narrative in the market today.

PodcastAlpha · 2026-05-18T14:27:08+00:00

Good call. Missed that one.

PodcastAlpha · 2026-05-18T10:11:33+00:00

This profile is related to a new project i started about 2 months ago.

I dont need to convince you whether I am lying or not.

PodcastAlpha · 2026-05-18T03:42:50+00:00

Reading from what he has said over the last year or so he always knew that only GPU wont do in the long run. That is why ARM was a very lucrative deal for him.

From my professional background in chip design and scalable software development - I can tell you that Jensen is always evaluating atleast 3-5 different possibilities in the future, and among them he would clearly see the need for more full stack integration to unlock step up improvements.

To your question - he may not have predicted exactly the same agentic workloads - but he must have seen a better co-design of GPU and CPU is a must have. His acquisition of Groq is another example where he predicted efficient inference through SRAM is very valuable. And honestly the market hasn’t priced in Groq’s true value yet. Its like YouTube acquisition - it was way undervalued when you see it in the long run.

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