Thanks for the compliment Jono. I did some quick modelling, if you're bullish on AI, then the share price is fair. If you're bearish, then it's overvalued.

If I take an average view of all model outputs, I'd say msft is overpriced.

(For context, I plugged various free cash flow value and growth values into a discounted cash flow model. The difficulty was normalizing earnings because Microsoft benefited greatly from the pandemic)

I use AI a lot but I've grown weary of it. It's great for mundane things but when you're trying to create art (eg. Any sort of content) it falls flat and still needs your heavy editing skills.