$Microsoft(MSFT)$
These names don't feel "cheap" in the traditional sense, but that's often the case when they're in the early stages of re-rating cycles. The structure looks similar to how Google behaved in 2025, where patience mattered more than perfect timing.
It's not about overthinking the entry points. It's about staying aligned with companies that keep compounding while the market rotates around them.
Simple doesn't mean easy, but it often works.
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