I added to my Microsoft position today. The market continues to underestimate Azure’s growth potential, and the AI-driven transformation underway at Redmond heading into 2026 positions Microsoft as one of the most compelling large-cap tech names. Despite investor skepticism around its AI growth profile, Satya Nadella and the team are well-placed to exceed expectations. As a hyperscaler cloud leader, Microsoft sits at the center of enterprise AI adoption, offering both resilience and upside, making it a high-conviction investment for the year ahead.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
