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Microsoft’s stock now looks like ‘free money,’ an analyst says. Here’s why.

1. MSFT stock down 6% since late July despite strong earnings. 2. OpenAI's potential shift to Oracle raises investor concerns. 3. Klein considers MSFT stock 'free money' at current levels. 4. Sora app usage could boost MSFT's Azure workloads soon. 5. Investors shifting focus to newer AI plays, despite MSFT's lag.

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FAQ

Why Bullish?

Klein's positive outlook and potential Azure boosts suggest imminent recovery. Historical performance shows similar rebounds after earnings dips.

How important is it?

Concerns over OpenAI are significant, yet Microsoft's strong position in AI remains.

Why Short Term?

Immediate benefits from Sora app expected soon, alongside anticipated positive earnings report.

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