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Microsoft ($MSFT:$313.88): What’s At The Top Of The Cloud?

Key Takeaways:

Microsoft needs little introduction, it is the second biggest company by market-cap in the world and has been one of the leading harbingers of the information age. It has several advantages vs other FAANG.Microsoft qualifies for more themes in our  Granny Shots portfolio than any other stock. It qualifies for all three of our strategic themes: the economic rise of millennials, the rise  of AI/Automation and a high-asset intensity in a reflationary environment.The company ...

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