Microsoft Corp (MSFT)

Is up 13% for the year, but most of those gains happened in January, driven by AI hopes. MSFT is spending a lot on AI. The stock is running in place, and expects it to restart its positive momentum. However, we need to first see benefit coming from their AI spending. Near-term, the tech winners in AI are Amazon, Alphabet and Nvidia. But set your expectations for MSFT for the long term.

He owns MSFT, and it's also involved in quantum computing. Other names to think about are GOOG, AMZN, IBM, Atos out of Europe, and Toshiba from Japan.

If you double your money, do the smart thing and sell half. These tech stocks are 3x riskier than the market if interest rates go up. It's about managing risk in your portfolio. 

(Note the short timeframe.)
Seasonal time for tech, so he's going to keep holding as long as a massive bear doesn't come along. Doesn't have a lot of risk, as he knows exactly where he'd sell it. If it falls below the breakout point, he'll starting paring back. Has only a 2-3% position.

Successfully integrating AI into products, will continue. Still more growth ahead. The most successful company in incorporating AI into products we're already buying.

It is a classic stalwart and is strong in the businesses they dominate. Their business is more with companies than individuals. They can convert their customer base to to the cloud base so there are years of growth potential ahead.

By far, the world's biggest software company. Scale advantage, defensive growth. Great exposure to long-term secular info-tech themes: digital transformation, cloud computing, business intelligence, AI, security. 70% of revenues are recurring. Mission-critical products. Strong incumbency advantage, big competitive moat. 

Sustainable EPS growth rate. Valuation is reasonable in view of growth prospects. Yield is 0.8%.

One of his 4 (AMZN, META, GOOG, and MSFT) main holdings in the technology space.

(Note the short timeframe.)
Still holds it, probably won't be selling; he'll wait and see. Has done well because of AI. Could move up and down around this range for a while before it breaks out to the upside. Definitely in the sideways phase.

Stalled out. His 12-month price target is $491, decent runway. Of the Mag 7, probably want this one at the top of your list because it hasn't accelerated as much as the other 6. So many horses in the race, from cloud to personal computing to business productivity. Nicely priced.

The recent sellers were wrong. The CEO is doing a good job.

Waiting to see results shake out. Mission-critical for households and businesses. Longer operating history than META, so this provides a stronger, competitive moat. Generates more cash. Came into regulatory crosshairs 25 years ago, emerged unscathed and stronger. Both are great companies, but this one's better.

META drawing ire of politicians, which is an unpriced risk he's steering clear of.

They report today. They trade at a 50% premium to the market, so MSFT must put out the same quarter as Google did last night, beating all metrics. They can do it. AWS cut a $10 billion deal with MSFT to use their AI tools. He's optimistic.

Shares are up only 15% this year, well behind peers. Last quarter was solid with 10% EPS growth. He wants to see what AI and enterprise spend are. He expects 30% Azure growth, good.