Patient investors should consider building a position in this wide-moat stock while it’s seriously undervalued.

We’re no longer certain that software firms will outperform over the next decade, but positive outcomes remain possible for names like Salesforce.

We think Amazon stock is moderately undervalued.

Good quarter with AI demand ramping.

With temperature on tariffs easing and a raised fair value estimate, here’s what we think of Amazon’s results.

We think Microsoft stock is moderately undervalued.

With recent structural changes and strong Azure performance, here’s what we think of Microsoft stock.

We think Amazon stock looks attractive.

We were wrong when we thought last quarter would be hard to top.

Prebuying behavior ahead of tariffs is worth monitoring if the tariff situation persists.