I increased my position in Microsoft following a favorable regulatory outcome in Europe. The EU has accepted Microsoft’s commitment to separate its Teams platform from its productivity applications, effectively removing a looming antitrust risk. This decision reduces legal uncertainty and highlights Microsoft’s ability to navigate complex regulatory environments while maintaining focus on growth. By avoiding a substantial penalty, Microsoft safeguards both its brand and earnings outlook. I believe this regulatory clarity strengthens long-term confidence in the stock, making the additional investment a compelling opportunity.
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- zippyzo·09-18Great moveLikeReport