Dear Reader,
Every trading day, my firm and I use tech inspired by the CIA and Mossad... to scan through the U.S. stock market for strange signs.
And we noticed something odd recently.
We noticed Warren Buffett has been on a buying spree of one specific U.S. stock.
Even as he's been selling off some of his biggest positions, like Apple, in recent months - and hoarding cash...
He's loaded up on millions and millions of shares of this single stock.
Why?
We believe he's getting ready for the next phase of the AI boom, starting just weeks from right now... which could be much, much bigger than anything we've seen in recent years.
I say that because, on September 30, 2025, at midnight Eastern time... a groundbreaking emergency order goes into effect... issued directly by the White House.
And our research shows... this order is about to ignite a brand-new historic wave of AI gains in the U.S. stock market.
Already, insiders like Buffett are getting their money ready. And he's not alone.
- Billionaires like Elon Musk, Jeff Bezos, and Bill Gates have all moved nearly their entire net worth into investments that will directly benefit from what's about to happen.
- And major corporations like Google, Microsoft, Amazon, and Meta are all pouring in billions of dollars.
To see the name and ticker symbol of the stock Buffett has been buying heavily - and how you could see enormous profits from the next, biggest, and possibly final wave of the AI boom...
Click here for all the details.
To your financial safety,
Rob Spivey
Director of Research, Altimetry
P.S. This is about much more than just one stock. In fact, our firm's data shows nearly 100 different examples of investors doubling their money or more at a time like this. Click here to see how you can get in on the next wave of the AI boom.
Patch Tuesday Highlights Microsoft's Growing Security Edge
Written by Chris Markoch. Published 8/25/2025.
Key Points
- Microsoft’s $37B cybersecurity business rivals pure-play leaders like Palo Alto Networks and
- CrowdStrike.Patch Tuesday underscores Microsoft’s indispensability in global cybersecurity
- AI integration supercharges Microsoft’s security moat and supports its premium valuation.
Microsoft Corporation (NASDAQ: MSFT) is at the forefront of artificial intelligence (AI). Its collaboration with OpenAI has expanded Microsoft's AI footprint and helped MSFT stock deliver a total return of over 150% in the past five years.
Yet as AI adoption accelerates, so do cyber risks. Generative AI enables faster, more sophisticated attacks, pushing companies and governments to strengthen their defenses. That trend has boosted pure-play cybersecurity names such as CrowdStrike Holdings Inc. (NASDAQ: CRWD) and Palo Alto Networks Inc. (NASDAQ: PANW).
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But investors shouldn't overlook Microsoft, which is quietly building one of the world's most formidable cybersecurity businesses.
A $37 Billion Business Hidden in Plain Sight
In fiscal 2025, Microsoft generated roughly $37 billion in cybersecurity revenue—about 14% of its total sales. By comparison, CrowdStrike's trailing twelve-month revenue is just under $4 billion, and Palo Alto Networks' is around $10 billion. Microsoft's scale makes it more than three times larger than its closest specialized competitor.
Microsoft's security business rarely takes center stage. It doesn't appear as a standalone line item on its earnings reports. Instead, security is woven into the company's ecosystem—embedded in Microsoft 365, Teams, Copilot, Azure, and Windows.
This integrated platform gives Microsoft a competitive edge: rather than managing multiple vendors, customers receive identity, endpoint, cloud, and operational technology security under one umbrella. It creates a lock-in effect, as CIOs and IT teams committed to Microsoft's productivity and cloud platforms have strong incentives to maintain in-house security, lowering switching costs and boosting recurring revenue.
Patch Tuesday: A Reminder of Microsoft's Indispensability
Every month, Microsoft issues security updates for Windows, Office, and other critical platforms in what's known as "Patch Tuesday." On the surface, these updates seem like routine maintenance, but they underscore Microsoft's global responsibility to protect enterprise and government systems.
August's Patch Tuesday addressed vulnerabilities that, if left unpatched, could have exposed millions of devices. For investors, the key takeaway isn't the technical detail but the structural demand cycle it illustrates:
- Indispensability: Companies worldwide rely on Microsoft's updates as the frontline defense against evolving cyber threats.
- Customer Retention: Regular patch cycles reinforce dependence on Microsoft's ecosystem, strengthening its pricing power.
- Upsell Opportunity: Each cycle allows Microsoft to showcase AI-enhanced security features, driving adoption of premium solutions.
In other words, Patch Tuesday isn't just about fixing bugs—it's a recurring demonstration of Microsoft's role as an essential cybersecurity partner.
AI as a Growth Multiplier
What sets Microsoft apart from other security providers is its ability to harness AI at scale. The company serves over 1.4 million security customers and processes more than 65 trillion threat signals daily.
By feeding that data into advanced AI models, Microsoft delivers automated threat detection, rapid incident response, and predictive analytics that smaller firms can't match. AI isn't just a defensive tool—it's also a monetization lever. Embedding AI-powered threat detection into premium offerings allows Microsoft to expand margins while delivering high value to enterprises that prioritize security. That gives Microsoft sustained pricing power in a competitive market.
Cybersecurity Adds Support to a Premium Valuation
Microsoft trades at roughly 38 times forward earnings—a premium to the S&P 500's 20 times multiple and above Microsoft's own historical average. Bulls argue that premium is justified by the company's cloud and AI leadership; cybersecurity deserves recognition as an underappreciated third pillar.
At $37 billion, Microsoft's cybersecurity business already rivals the scale of many of its smaller segments and could exceed $50 billion by 2030 if it grows at a mid-teens CAGR. For context, Palo Alto Networks' entire revenue base today is just one-fifth that size.
Investors should also consider the recurring nature of this revenue. Security is mission-critical, not discretionary. Even in an economic downturn, companies are unlikely to cut security budgets, providing resilience that complements Microsoft's cyclical cloud revenues.
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