$Microsoft(MSFT.US) Microsoft CEO Satya Nadella cautioned against excessive AI use, advocating for efficient model selection due to rising infrastructure costs affecting Big Tech. He emphasized the importance of aligning tasks with appropriate AI models and highlighted the need for AI usage to generate value rather than simply focusing on volume. Nadella's remarks reflect broader changes at Microsoft, including restructuring efforts aimed at enhancing competitiveness in the AI sector. Moreover, Msft's gaming Xbox business is also on the decline for consecutive quarters, an area of concern for the diversified business. The stock is now trading back at attractive forward p/e, and I'm holding for long. @Bridge Buzz SG