on a day the whole chip trade cracked, $Microsoft(MSFT.US) held up like the mega-cap ballast it is. and the news is quietly big: they're swapping OpenAI and Anthropic models for their own MAI models in Excel and Outlook to cut AI spend. that's margin expansion hiding in plain sight. i hold it as my low-drama AI exposure and today is exactly why. adding nothing, just steady.
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