No. of Recommendations: 1
Thanks tecmo. Are you trimming or taking any action? The momentum and love for MSFT, esp. given its AI leadership, are SO strong now that it’s hard to trim despite many folks thinking it’s multiple could be extended. Momentum has been great over the last year, so I find it hard to get off the train at this speed. Imagine they will do pretty well over the next decade given their excellent moat, management, people and vision. Hope we look back and see the ATVI acquisition as a very wise decision.
