Microsoft: I bought the stock now. Azure accelerates to 45%, and that's just one of four reasons.

Microsoft (i) reported its quarterly figures in the night of July 30, 2026. I followed the analyst call closely. There are exactly four reasons why I have bought shares in the company now. 1. Growth at Azure is accelerating in the new quarter to 45% (+43% in the last quarter). Customer demand continues to exceed supply. Microsoft can achieve healthy margins here and monetize every new capacity immediately and profitably. The scaling of its own Maia 200 chips, which have a 30% better price-performance ratio, also helps in this regard. 2. The management...