Microsoft Corp (MSFT)

Still has a decent runway. He targets $375. If they are allowed to buy Activision, it will add to their cloud and other businesses. A core holding. Also are a major player in AI. They have chat GPT embedded in their APIs.

A great business with recurring revenues, with high-margin software revenues. Cloud will re-accelerate growth. AI will drive an upgrade cycle.

He has traded it and wouldn't buy now. It is toying with its previous peak in late 2021 and could meet resistance.

He trimmed his MSFT holding because valuations were getting high.

He doesn't sell it, just trims. In all the right areas. Exposure to cloud, gaming, AI, enterprise software. Pricing power, global. Expensive, but not egregiously. Sees 10-15% compound growth for many years to come.

It has had a big run-up and should level off at 30X earnings which is over-priced. The CEO sold half his shares at the end of 2021. He holds but is not buying more. A good time to take some profit.

Very strong business, but shares very highly valued.
Wait for shares to fall before buying.
Excellent A.I. prospects.
Cutting edge of technology. 
Leader in economy. 

It's incredible that the largest companies--megatech--keep going straight up. But it's inevitable to take profits, like she recently did with Apple. Still a fine company. She added to Microsoft because she sees a little more runway ahead. Markets will more further, because the money sitting on the sidelines is entering the market. But eventually, the market will scrutinize valuations.

Loves the company. Wouldn't add right now. Recently trimmed on valuation, north of 30x earnings, and free cashflow yield is lower than in the past. Will do exceptionally well over the long term. Risk of multiple contraction. If there are no tax implications, consider trimming just a bit to take some off the table.

The price target was raised today. It's enjoying the AI tailwind. Tech in general will get bigger and bigger.

Happy to own Apple and Microsoft, but they've risen too far too fast and gotten ahead of their skiis, so he has taken some profits, but held onto the rest of the shares, because they can grow into their multiples.

Wait for shares to fall before buying.
Excellent company but shares expensive.
Very good A.I. exposure.
Unsure on direction of business.
Better names out there. 

A top 5 holding for him. Led the charge in generative AI. He trimmed when it approached his price target of $338. Good entry points are $325, 315, and 300. Doubts an entry below $300, as it has so many horses in the race. He has a 3.5% weighting. If you don't want to trim, you could write calls against it with strikes around $335-345.

Very strong company that will continue to hold.
High margin business on the forefront of A.I. research.
Current price is a good time to trim position.
Very strong management that is investing in new technology.