J
Jul 15 at 05:03 AM
$Microsoft(MSFT.US) quietly rode the CPI relief without any of the chip-name drama. no +27% moonshots, no -25% crashes, just steady. on a week where memory names had literal heart attacks in both directions, boring is a feature. i hold it as the low-volatility way to own AI capex. not adding at the highs, just glad i own the calm one.
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