$MSFT calms fears with robust guidance despite a challenging environment. The company’s fundamentals remain strong as it was mainly hurt by things outside of its control, like a strong US dollar, supply chain issues, and general macro pressures.

The awesome thing about Microsoft is that it has multiple great product segments with many years of growth at scale left. I’m talking about Azure, Dynamics 365, LinkedIn, and the gaming segment.

The stock is undervalued in my book and should be a great long-term holding, that’s why I have it in my portfolio.