MSFT is a core long-term holding due to its dominant software/AI infrastructure position; the speaker plans to add significantly on a major dip.

And number three is one of my biggest holdings as far as individual stocks goes, and this is Microsoft. It combines an incredibly durable software ecosystem with Azure and AI, giving it multiple powerful engines for long-term growth and cash flow.

It's not simply investing in AI. It controls much of the infrastructure, cloud platform, developer tools, and software where businesses will actually use AI.

Microsoft says it now operates 400 plus data centers across 70 regions and is building AI infrastructure at enormous scale. You're buying a dominant company today that's simultaneously positioned to benefit from cloud computing, AI, cyber security, enterprise software, productivity, gaming, and the next generation of computing.

I know for a fact that if Microsoft dropped 30% 50% all I'm doing is backing up the trucks and buying more.