Bill Ackman built Microsoft stake in first quarter during sell-off, betting on AI and cloud growth11%random_number(xxxx)%

Bill Ackman built Microsoft stake in first quarter during sell-off, betting on AI and cloud growth “To be clear, our sale of $GOOG was not a bet against the company. We are very bullish long term on Alphabet. But at current valuations and in light of our finite capital base, we used $GOOG as a […]