Henry Aquilina @Aquilina86: "I've just opened a position..."

Bought $MSFT @401.5

Malta

I've just opened a position in $MSFT (Microsoft) using 1.17% of my equity. At 24x forward earnings, Microsoft is cheaper than $GOOG (Alphabet) $AMZN (Amazon.com Inc) and $AAPL (Apple), trading below its historical premium. Alphabet (27x) and Amazon (26x) are close behind and also compelling, but Microsoft's unique OpenAI investment gives it an AI edge that neither can match. Azure's 39% growth also outpaces AWS and rivals Google Cloud. Apple, meanwhile, has no meaningful AI infrastructure play and lacks the cloud exposure that's driving growth across the other three. Right now, Microsoft offers the best combination of value, AI positioning, and growth momentum.

Not investment advice. The author may have financial interests in the mentioned instruments.