Microsoft (NASDAQ: MSFT) is spending billions on AI infrastructure, and the market is losing patience. But beneath the headlines, cloud demand is exploding, Azure is supply-constrained, and future profits could surge as AI scales. Long-term investors may be getting a rare entry point.
Stock prices used were the market prices of Feb. 05, 2026. The video was published on Feb. 11, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
