$Microsoft(MSFT)$ I have added to my Microsoft (NASDAQ: MSFT) position following the strategic acquisition of Osmos, an agentic AI data engineering platform. Osmos specializes in transforming raw data into analytics- and AI-ready assets, directly enhancing Microsoft Fabric’s unified data lake, OneLake. This move strengthens Microsoft’s ability to offer a fully integrated, secure platform for data and analytics, aligning with the broader enterprise AI adoption trend. The acquisition not only expands Microsoft’s data capabilities but also reinforces its competitive edge in the cloud and AI ecosystem, supporting long-term growth potential.
| Side | Price | Filled | Realized P&L |
|---|
| Buy Open | 459.73 0 | +0.65% Holding |
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