Subject: Re: MSFT
“I have a boat load of MSFT and think its a good valuation right now...”

Agree, I’ve only got a pontoon boat load of MSFT but I did add recently as well.

As Aswath D. has recently said, NVDA is priced for near perfection but I’m biased, it’s exceeded expectations, dominant brand, they seem a couple moves ahead of competitors, growth is still there and I’ll admit, I’m a big fan of Jensen’s intellect, vision and leadership.