I’ve added to my position in Microsoft (NASDAQ: MSFT) following its recent acquisition of Osmos, an agentic AI data engineering platform. This strategic move strengthens Microsoft Fabric by simplifying complex data workflows and transforming raw data into AI-ready assets within OneLake. By integrating Osmos, Microsoft enhances its unified data and analytics platform, providing clients with a more efficient, secure, and comprehensive solution. This acquisition underscores Microsoft’s commitment to AI-driven innovation and long-term growth, reinforcing my confidence in its ability to capture enterprise demand and drive shareholder value.
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- LEESIMON·00:17🩷GoodLikeReport