I added to my Microsoft position as I believe the market is underestimating the power of Azure’s next phase of growth and the structural AI shift ahead. Microsoft remains a dominant force in cloud computing and AI, but recent stock performance reflects mixed sentiment amid valuation concerns and competitive pressures in the AI space. Heading toward 2026, I view Microsoft as one of the strongest large-cap tech names to own.
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- ZOE011·01-02 23:51Solid buy lah! MSFT's AI shift is unstoppable. [看涨]LikeReport