$Microsoft(MSFT)$ 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.
$Microsoft(MSFT)$ 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.
$Microsoft(MSFT)$ 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.
$Microsoft(MSFT)$ 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.
Microsoft Corporation is a technology company. The Company develops and supports software, services, devices, and solutions. The Company’s segments include Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment consists of products and services in its portfolio of productivity, communication, and information services. This segment primarily comprises: Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of server products and cloud services, including Azure and other cloud services, SQL Server, Windows Server, Visual Studio, System Center, and related Client Access Licenses (CALs), and Nuance and GitHub; and Enterprise Services, including enterprise support services, industry solutions and Nuance professional services. The More Personal Computing segment primarily comprises Windows, Devices, Gaming, and search and news advertising.
2025-12-30
Employee Stock Ownership
Form S-8 - Securities to be offered to employees in employee benefit plans