MSFT rebounded strongly from dips with 22% gains; viewed as a long-term leader in AI/productivity that was undervalued when sold off.

That's still Google, Amazon, Microsoft. What a great phenomenal group of core stocks there for to be the top three.

But apart from that um hey Microsoft we are very solid in the green again 22% gains Microsoft when they were dipping hard I was buying um you know a lot of it also in my personal larger portfolio I was buying very heavily and um I was getting you know a lot of comments um saying you know kind of worried about it but look at us now the the stock um you know rebounded greatly and go back and watch those videos guys I I kept making the case Like this is insane.

Microsoft should not be this cheap. Like people selling out of Microsoft, they're going to regret it. Like this is this is a long-term, you know, going to be one of the best companies when it comes to so many things and AI and productivity and all kinds of all kinds of things.

But um yeah, so finally they're rebounding. They're doing well. So that's helping us a lot.