When high-beta plays like $Oracle(ORCL)$ and $NVIDIA(NVDA)$ get smacked around, it's like getting a reminder why I stick with MSFT. Their ARR-driven revenue model - enterprise licensing, Azure, Xbox ecosystem plus consumer devices - acts like shock absorbers better than most megacap tech. $Microsoft(MSFT)$ might not lead the pack in rallies, but sure knows how to take punches.
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