I added to my Microsoft position given its strong momentum in AI and cloud computing. Microsoft’s early integration of ChatGPT into its services has already driven adoption of its Copilot AI, boosting sales 18% to $76 billion and earnings 24% in Q4. The bigger story is Azure, which commands 20% of the cloud market and grew 34% year-over-year to $75 billion in fiscal 2024. With AI cloud revenue projected to hit $2 trillion by 2030, Microsoft is well-positioned for sustained long-term growth.
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