I added to my Microsoft position today. We believe the Street is underestimating the Azure growth story and the AI-driven transformation set to accelerate in Redmond heading into 2026. Investor skepticism around Microsoft’s AI potential is creating a compelling opportunity, as Satya Nadella and his team are well-positioned to deliver on enterprise AI deployments. As a hyperscaler cloud leader in the sweet spot of strategic AI adoption, Microsoft remains one of our top large-cap tech picks for the year ahead.
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