Microsoft (NASDAQ: MSFT) just delivered massive earnings growth, yet the stock soldoff hard. I break down Azure demand, AI capacity constraints, and the OpenAI partnership to explain why this could be a long-term setup investors are overlooking.
Stock prices used were the market prices of Jan. 21, 2026. The video was published on Jan. 26, 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.