$Microsoft(MSFT)$ I made an additional investment in Microsoft, capitalizing on its impressive transformation under CEO Satya Nadella. With strong growth in cloud and AI, Microsoft’s Azure is now the second-largest cloud platform globally, and its stake in OpenAI further strengthens its AI leadership. The company’s cloud-based services and mobile app strategy position it well for sustained growth, with revenue and EPS expected to rise at a CAGR of 14% through 2027. Despite trade risks, Microsoft’s solid growth trajectory and dominant market position in cloud and AI make it a compelling long-term investment.

| Side | Price | Filled | Realized P&L |
|---|
| Buy Open | 436.89 0 | -- Closed |
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