I’m rotating around 80% of my MSFT position into META. Here’s my reasoning.

I made around $120,000 selling my MSFT at 494 today, and will be rotating most of my MSFT into META next. Here’s why: I think META is undervalued mostly because people are worried about Zuckerberg’s spending and leadership decisions, not because the underlying business is weak. Last earnings also looked worse partly because of large one-off legal expenses, rather than a major deterioration in the core ad business. My bigger concern is Microsoft’s exposure to circular AI financing. On paper, Micr

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