I made an additional investment in Microsoft stock, confident in its long-term growth trajectory. Despite market skepticism, I see significant upside in the Azure cloud platform, which remains underestimated by the Street. With AI adoption accelerating, Microsoft is uniquely positioned to capitalize on enterprise AI deployments, setting the stage for meaningful revenue expansion. Under Satya Nadella’s leadership, the company is entering a pivotal phase where AI-driven innovation could redefine its growth profile. This combination of strong fundamentals, cloud dominance, and strategic AI positioning makes Microsoft one of my top large-cap tech holdings for the year ahead.