and so lee munson is back with us. microsoft, what do you do?tancy about buying the magnificent seven than me. but this is a game changer. i think that ai is where they will monetize the next couple years. but a lot of people are saying that they are losing money $20 to $80 per person because it costs so much do this ai stuff. so i think -- next tuesday we'll see earnings. i think that they will be much more -- put it any this way, i think that they have the kid gloves on. because who cares about the metaverse. i want someone that will make me a better writer so my wife doesn't have to he hadedit all notes. so how about investors react to azure which is slowing down. and are they going to focus on what keco-pilot can do and will they give it a pass card on the losses. so i'm not saying go by it today, but i would love to consider lee munson buying one of the magnificent seven after we see next earnings and see if they say hey listen, we see the future and this is an actual ai thing that can make money and i could care less about what openai is w

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portfolio wealth adviser lee munson is our trader today. good to see you again.art with microsoft. shares up 37% thanks in big push into ai. goldman also highlighting azure's growth and any indication of co-pilot adoption as key numbers to watch and closed act vision. that's something that analysts are keeping an ear out for here. lee, what do with the stock here? >> beat what estimates are. they have to come in hot. i tell you, let's get the hype versus reality. goldman is right. it's all about azure. it's all about that 70 plus percent margin on the majority of their revenues and profits. i love co-pilot and love to have subject/verb agreements on my word documents. i care about the whole hype about ai is going to start writing video games. all of this is about are they going to grow cloud and keep that 70% plus margins. everything else is just noise. >> i tend to agree. that kind of sets us up for alphabet as well. hot 2023, up more than 55% this year. rbc is warning of weakness, ad weakness in search and says youtube ads gotten a boost as people go searching