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The recent software sale was a major problem until the end, but I believe the panic over a software apocalypse due to AI agents is completely exaggerated, especially for stocks like Microsoft. Moreover, the stock has lost almost 30% since its absolute peak last July, which gives me a very attractive risk-reward ratio now. As for MSFT's future, I remain extremely bullish. Why? Because, in my opinion, Microsoft has the perfect AI hedge. Even if AI agents were to threaten the traditional software subscription model, these complex models require gigantic...
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