I made an additional investment in Microsoft following JPMorgan’s reaffirmation of its Overweight rating. The firm highlighted bullish meetings with management and noted strong demand across all geographies and customer segments in fiscal Q3. This broad-based strength reinforces my confidence in Microsoft’s diversified revenue streams and dominant position in enterprise software and cloud services. With solid execution and continued momentum across its core businesses, I see Microsoft as a reliable long-term investment with attractive growth potential in both AI and digital transformation trends.
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