$MSFT is trading at a decade-low valuation because the market is focused on the near-term cost of AI while underpricing Microsoft’s role as one of the most important enterprise AI platforms in the world.The bigger shift is that Microsoft may move from only monetizing users to monetizing work where companies eventually pay not just for employee licenses but for the AI work being performed around each employee.That creates a ton of upside if Microsoft can monetize agents, tokens, workflows, securi