I am currently ~95% of portfolio invested in Microsoft. One reason for such a large exposure is due to usage of Copilot in my org. Copilot has the potential to generate 100bln plus revenue per annum in the foreseeable future. the usage of tokens is immense in my org. No competitor has the access to an enterprise employee’s PC directly when she boots it up immediately. Copilot is just everywhere. Cowork was introduced few days back, its usage is growing like a weed. Give it a time to stock price to reflect the reality we are going to face in a year or two. Satya knows what he is doing. great summary btw. Appreciate the writeup