I made an additional investment in Microsoft, despite the recent downgrade by KeyBanc analysts. While the uncertainty around AI demand and monetization is noted, I believe Microsoft's massive investments in AI and Azure cloud computing position it well for long-term growth. As AI continues to evolve, Microsoft's strong software ecosystem, coupled with its cloud dominance, should drive substantial future earnings. Short-term margin pressures are likely temporary, and the company’s strategic investments in cutting-edge technologies make it a solid choice for sustained growth in the tech sector.
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