Key Points Microsoft’s growth has come from expanding products across the same enterprise customers. AI demand looks strong, but heavy infrastructure spending must translate into durable returns on capital. At today’s valuation, I’m more focused on holding and buying dips than adding aggressively. 10 stocks we like better than Microsoft › After holding Microsoft (NASDAQ: MSFT) for more than 10 years, I wouldn't sell a single share, not even today. The company I bought back in 2016 has changed dramatically, but mostly in ways that strengthen the original reason I owned it. Microsoft has shifted from a PC-centric software business to one built on cloud, subscriptions, enterprise software, and artificial intelligence.
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