$MSFT 20260821 500.0 CALL$ this is an almost 3T company with a solid diversified
Businesses eg Azure cloud, software, AI,
advertising etc. it's almost like buying an etf.
Ignore the noise on AI capex spending. It's
necessary as demand exceeds supply. Be
patient & this capex will be monetized. Take
advantage Before the earnings on 29 July.

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