As the second-largest company in the world by market capitalization, Microsoft has always been YYDS's presence in the field of technological innovation. The broad moat and good competitive pattern have brought great returns to Microsoft investors. What we see is the aura of a global technology giant. Looking back at Microsoft's development history, the company has also faced crises several times, but every time it has ushered in changes, found new breakthroughs, and achieved new highs along the way.
Why did Microsoft grow into a towering tree?
1. What did Microsoft do right to stand out and open the gap with traditional software giants?
2. Where are the boundaries of Microsoft's expansion, and what potential increases are there in the future?
Yan Caijun believes that the core of Microsoft's ability to cross the cycle for a long time is the scientific and technological innovation circuit where it is located is a long and snowy track+Microsoft's unrivaled technological moat.
When analyzing the fundamentals of the ten-year rise in US stocks in the early stages, we pointed out that the times have achieved tenbagger (tenfold shares), and the best quality assets are core technology assets. In the past two major technology cycles, the US has actually formed a technology monopoly. The rise and accelerated development of tech giants is the root cause of the ten-year boom in US stocks, and Microsoft has also gradually grown into a global market capitalization leader along with the booming development of the US Internet and cloud computing industry.
The past 30 years have been a rapidly changing stage of global technological development. We have gone through three very obvious stages of technological development. Starting in 2019, we have officially entered the Internet of Everything stage. Cloud computing, the metaverse, and the future sea of stars has opened up:
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