Adding more MSFT and SOFI in my portfolio

Recently, I read the MSFT earnings and caught my attention that they had 9,000 layoff restructuring for AI revolution. MSFT is scaling data centre faster than competitors, the main strategy is to migrate work load  to azure in the result of increase high-margin recurring income. Cloud and GitHub will provide synergies to the mircosoft ecosystem. Whether the market down or up, it's foreseeable that migration is still going on.



I bought some when there was a short-term weakness last week. Considering PE 36 and MSFT is near monopoly and higher switch cost using AI integrate all their services for the future.




Long story short about the cloud segment, they are creating synergies by surrounding Azure. 

I adding small portion of sofi and CrowdStrike due to temporary drop.

I increased my position SOFI after their earning report released. I so confident at Anthony Noto's leadership, they raised new common stock for growth strategy in the future. This company will take advantage of crypto payment and tech platform as their growth income too.

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