I made an additional investment in Microsoft as I believe the market is underestimating the next phase of Azure’s growth and the magnitude of the AI-driven transformation underway in Redmond heading into 2026. Investor skepticism around Microsoft’s AI growth profile creates an attractive entry point. Under Satya Nadella’s leadership, Microsoft is uniquely positioned at the center of enterprise AI adoption, combining hyperscale cloud infrastructure with strategic AI deployments. This places Microsoft in a sweet spot to surprise on growth and execution over the coming year.
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