MSFT
💡 Microsoft is highlighted as a key example of a U.S. tech giant spending fortunes on research and development, particularly in advanced algorithms and high-performance chips.
💪 This heavy investment in innovation is presented as a core reason for the sustained leadership and potential future outperformance of major U.S. technology firms.
📊 Mentioned trading at 28 times earnings, similar to Amazon, suggesting a premium valuation reflective of its market position and growth investments, though the speaker notes this parity with surprise.
@bernardodegarcia:
“Recall that many companies like Microsoft, Google, Tesla, Nvidia are spending fortunes developing advanced algorithms, high-performance chips, and it’s paying off very well for them. Seeing Microsoft trading at 28 times… Microsoft at the same as Amazon. Okay, well, whatever.”
Watch the exact part of the video where @bernardodegarcia talks about Microsoft here:
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