As one of the leaders in Artificial Intelligence and cloud computing, Microsoft is well positioned to capitalize on an ever growing portion of global IT spend. Bill Baruch talks about the stock’s place in portfolios.
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you’re six the largest position. You’ve looked elsewhere for heft, if you will. What about here? I mean, I love the name. It’s been it’s tough because it’s a finite amount of capital to allocate. And I really love Adobe and synopsis. I think they have a little more oomph. Microsoft has a great place in our portfolio.
It’s in a concentrated fund where I own no more than ten stocks too. And so it’s I mean, I think it’s really about a finite, you know, move capital. It is breaking out. I might see myself buying more next week. All right. We’ll take a look at something that’s breaking down, certainly not out at Cisco.
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