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I made an additional investment in Microsoft (MSFT) based on its strong position in AI-powered cloud, productivity, and business solutions. Stifel reaffirmed the stock as a “Buy” on March 7, even with a reduced price target of $475, citing robust performance. Microsoft’s expected $25–30 billion incremental capex for fiscal 2026 aligns with Azure’s 30% growth rate, bolstering its fundamentals. With a rapidly emerging genAI cycle and solid revenue prospects, investor sentiment and focused capex reinforce my conviction in Microsoft’s long-term potential.