MSFT + RDDT: THE BOUNCE IS BACK, REGARDS

Positions: - MSFT: 160 shares, entry $387.97, now $434.20, up about +12%, roughly 60% of the portfolio - RDDT: 196 shares, entry $150.41, now $169.30, up about +13%, roughly 29% of the portfolio THE DD: The market is regarded and MSFT and RDDT were both down like crazy last year for no good reason. Classic oversold-and-everyone-panicked move. MSFT is the most boring unkillable cash machine on Earth. Azure, Copilot, and a license fee on every keyboard in corporate America. Mean reversion is undef