I will continue to hold this investment.
$MSFT (+0,49%) EPS growth of +15% is expected for FY2027. Microsoft is one of the few mature tech companies that are very well positioned. While Wall Street is nervous about the large capex, that doesn’t bother me. I see it as a foundation for future cash flow. A buy-in price below $350 is incredibly cheap to me. I also bought more shares today.
$GEV (+0,31%) Massive tailwind from a price increase of up to +300% for turbines due to the AI-driven electricity boom. EPS growth of +20% is expected for FY2027, as the backlog is large.
