I’ve added to my Microsoft position, reflecting strong conviction in its growth trajectory. The Street continues to underestimate the Azure story, yet we see AI-driven transformation gaining momentum in Redmond heading into 2026. Microsoft sits at the center of enterprise strategic AI deployments, positioning it to benefit from the next wave of digital acceleration. Skepticism around its AI-driven growth is creating an opportunity for long-term investors, as Satya Nadella and his team are well-placed to deliver. For us, Microsoft remains a top large-cap tech pick for the year ahead.
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