I made an additional investment in Microsoft as it remains a strong defensive play in the tech sector. During its Q2 2025 earnings call, Microsoft projected flat capex for Q3 and Q4, with a decline expected in FY 2026—signaling efficient capital allocation. Its limited exposure to consumer end-markets makes it more resilient amid economic uncertainties. With stable growth and strong positioning in AI and cloud, I see Microsoft as a solid long-term investment with attractive risk-reward potential.
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