J
Jul 16 at 05:49 AM
$Microsoft(MSFT.US) was part of the Big Tech rotation that led the index to new highs even as memory got dumped, mega-caps up around 3%. this is the money leaving the crowded parabolic trade and going to the compounders with real earnings. i hold MSFT as exactly that, AI upside without the memory heart attacks. boring won again today. holding, not adding at highs.
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