Buy MSFT by Jun 24, 2028.

I had previously sold off Microsoft at $460, but I think they are probably one of the biggest bargains in big tech right now: - Very favorable exposure to OpenAI(20% revenue sharing agreement and rights to their models). Even if OpenAI keeps burning cash, they are benefitting from their top line revenue growth. When the revenue share agreement expires, OpenAI will likely achieve profitability, at which point Microsoft's ~25% OpenAI stake will be worth a lot. - Very strong Azure …