TEK2day Podcast

A CrowdStrike update that was pushed this past week took down Microsoft, which had a cascading effect across the real economy. MSFT could use M&A to mitigate that risk going forward.

Microsoft could acquire 100% of the equity or at least a meaningful equity stake in any technology company that strategically impacts Azure, Windows, and Microsoft in general in order to enforce a rigorous process around third-party software updates. Such an equity stake likely would have prevented this week’s CrowdStrike disaster.

In addition, owning a material equity stake in strategic technology partners would enable Microsoft to influence product strategy and direction.

The risk of a material, negative event caused by a third-party application is too great for MSFT to not want to take risk mitigation measures. Equity stakes are a great risk mitigation tool.

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A back-end loaded year puts the FY'25 consensus revenue estimate of $120 Billion at risk.

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We cover NVIDIA's insider activity which is heavily weighted toward insiders selling. In fact, over the past 3 months, 99% of NVDA insider transactions have been share sales. We also cover Gen AI.

MSFT is enjoying a 3,000x MVA to Gen AI Revenue multiple. Read the full TEK2day article here: https://tek2day.substack.com/p/msfts-3000x-market-value-added-to

Watch the YouTube version of this podcast episode here: https://youtu.be/465MY47xG6Q?feature=shared

If Microsoft’s Gen AI effort is to be a success on the order of justifying MSFT’s share gains (up 87% since Dec 30th 2022), Copilot Pro ($20 per user per month) needs to be a success. Read the full article here: https://open.substack.com/pub/tek2day/p/microsoft-copilot-pro-show-me-the?r=1rp1p&utm_campaign=post&utm_medium=web

Watch the YouTube version of this podcast episode here: https://youtu.be/LOOfcW7Rt3I?feature=shared

View the video version of this episode here on YouTube: https://youtu.be/0Lx7Njk4QLE?feature=shared

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See our related article here: https://open.substack.com/pub/tek2day/p/recessions-happen-when-fed-funds?r=1rp1p&utm_campaign=post&utm_medium=web