Dan Romanoff, CPA

Watching AI monetization, capex’s impact on margins, and guidance on Azure.

Morningstar’s analyst unpacks Microsoft’s AI investments, revenue growth potential, and biggest risks while making the case for a USD 600 valuation.

With third-quarter results surpassing even high-end expectations, here’s what we think of Microsoft stock.

We think Amazon stock is fairly valued.

We think Amazon stock is fairly valued.

We think Microsoft stock is significantly undervalued.

Microsoft’s earnings report is expected to touch on AI adoption and monetization.

We’ll be watching for updates on AWS, Leo, the chip business, and more.

While we expect Amazon to have interesting plans for Globalstar, the deal is clearly dilutive and adds more stress to an extremely high AWS investment cycle.

Patient investors should consider building a position in this wide-moat stock while it’s seriously undervalued.

We maintain our fair value estimate for Adobe stock.

We’re no longer certain that software firms will outperform over the next decade, but positive outcomes remain possible for names like Salesforce.

While the market is punishing the stock of this wide-moat company, we see opportunity.

With accelerating AWS growth and heavy capital expenditures, here’s what we think of Amazon stock.

We think Amazon stock is moderately undervalued.

With the expanding cloud computing and better-than-expected revenue in the second quarter, here’s what we think of Microsoft stock.

We maintain our fair value estimate for Microsoft stock.

Two top picks from Morningstar analysts.

Watching AI, capacity constraints, and the demand environment for software, here’s what we think of Microsoft stock.

We think Adobe stock is significantly undervalued.

We think Salesforce stock is moderately undervalued.

Results, AI traction, and guidance point in the same positive direction for this wide-moat company.

We think Amazon stock is fairly valued.

We think Microsoft stock is moderately undervalued.

With margin improvements in operations a key factor, here’s what we think of Amazon stock.