IYKYK Stocks

IYKYK Stocks

Share this post

IYKYK Stocks
IYKYK Stocks
Microsoft’s DeepSeek Power Play: Is This Stock Pullback a Golden Buying Opportunity?($MSFT)
Copy link
Facebook
Email
Notes
More

Microsoft’s DeepSeek Power Play: Is This Stock Pullback a Golden Buying Opportunity?($MSFT)

Azure’s Growth Slows, Wall Street Panics—But Microsoft’s AI Bet Could Set Up a Huge Comeback.

Jan 30, 2025
∙ Paid
8

Share this post

IYKYK Stocks
IYKYK Stocks
Microsoft’s DeepSeek Power Play: Is This Stock Pullback a Golden Buying Opportunity?($MSFT)
Copy link
Facebook
Email
Notes
More
Share
TradingView chart

Microsoft’s latest earnings report didn’t deliver the fireworks investors were hoping for. Azure’s cloud growth slowed to 31% YoY, slightly missing expectations (31.9%) and down from 33% last quarter. Wall Street didn’t like what it saw, and the stock pulled back as a result.

But here’s the thing: this might be the dip long-term investors have been waiting for.

Because while short-term traders panic over Azure’s slight slowdown, Microsoft ($MSFT) is making one of its boldest AI plays yet—bringing DeepSeek R1 into Azure AI Foundry and GitHub. This move could strengthen Azure’s competitive edge, lower AI costs for customers, and create massive new revenue streams.

Translation? This short-term dip might be a golden buying opportunity before Microsoft’s next AI-fueled run.


DeepSeek R1: Microsoft’s New AI Weapon to Supercharge Azure

AI isn’t just a buzzword—it’s the future of cloud computing. And Microsoft ($MSFT) is making sure Azure stays ahead of the pack.

DeepSeek R1 is an AI model that’s more efficient, cheaper to run, and just as powerful as its competitors. While OpenAI’s GPT-4 demands massive computing power, DeepSeek R1 delivers top-tier performance with a fraction of the cost.

For Microsoft, this is a major strategic win because:

✅ AI is expensive—but DeepSeek R1 reduces costs, making Azure more attractive.
✅ Cloud customers want affordability and power—this helps Microsoft win over more businesses.
✅ It strengthens Microsoft’s AI dominance—ensuring Azure remains the top choice for AI-driven cloud solutions.

And let’s not forget—Azure is still growing at 31% YoY. That’s not a crisis. That’s a multi-billion-dollar business expanding at a rapid pace.


The Market Overreaction: Why This Pullback Might Be a Buy Signal

Let’s take a step back.

Keep reading with a 7-day free trial

Subscribe to IYKYK Stocks to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 IYKYK Stocks
Publisher Privacy ∙ Publisher Terms
Substack
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More