I made an additional investment in Microsoft, despite a recent miss in Azure revenue growth. The company continues to lead in AI, with AI-related sales growth exceeding expectations and accounting for 13% of Azure's growth. Microsoft’s strong position across segments like Office 365, LinkedIn, Azure, and Windows, combined with improved profitability and tax efficiency, reinforces its long-term potential. While the quarter showed some challenges, Microsoft’s leadership in AI and ongoing digital transformation make it a solid investment for sustained growth.
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