The current market narrative is not working. The current "split narrative" suggests that AI will devour software, and that excessive AI adoption through Capex will lead to bankruptcy. Therefore, MSFT is both software and involved in Capex. We need to wait for a narrative reversal, until everyone realizes that AI isn't just devouring software SaaS, but rather all jobs. Then it will be a win-win situation. Financial agents continuously spend 10,000 tokens per hour, at 0.1 USD. Later, the SaaS will be sold to clients at a rate equivalent to a 20% increase in workload. Where will the money come from?