been holding msft since forever and it's honestly been the most boring megacap in my port this year, basically flat while the rest ran. but now they're putting Qualcomm's Dragonfly server chips into Azure and locking in GE Vernova turbines to power a Texas data centre, so the compute story is finally getting real legs again. at around $365 i'm not adding aggressively but i'm not trimming either, this is the kind of laggard that catches up in one quiet quarter.
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