The analyst provides a fundamental breakdown of Microsoft, emphasizing its robust long-term growth potential, particularly through its cloud business, Azure, and the integration of AI Copilot across its Microsoft 365 suite. He notes that while Microsoft 365 seat growth has slowed to 6% year-over-year, overall revenue for this segment is still expanding by 15% quarterly. The primary growth engine is identified as Microsoft Azure and other cloud services, demonstrating an accelerating year-over-year growth of 39%. Microsoft's significant investment in data center infrastructure and its comprehensive developer ecosystem are highlighted as key competitive advantages in the AI landscape. The analyst forecasts Microsoft Cloud revenue to reach $100 billion per quarter by mid-2028 and $161 billion per quarter by 2030, exceeding current analyst projections for total company revenue. He sees the recent dip in Microsoft stock price (around $444) as a buying opportunity, agreeing with a consensus analyst target of $635.86, which suggests the stock is approximately 43% undervalued. Conversely, he uses Salesforce as an example of how the market is showing bearish sentiment towards enterprise software due to concerns about AI's disruptive potential, noting Salesforce's significant price drop over the past month and year.