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The recently weak performance of the Microsoft stock – down 15% since the beginning of the year, while the Nasdaq rose about 15% – I see clearly as an entry opportunity. This perspective seems to be shared by Pershing Square chief Bill Ackman , who has now built a new core position. His argument convinces me: Microsoft possesses two of the most valuable franchises in the entire enterprise software world with Microsoft 365 and Azure – and the concerns regarding Copilot adoption, AI competition, and Azure capacity shortages seem exaggerated...
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