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@praylove I think Microsoft has a defendable moat and more diversification of services and products. I’m invested in both FWIW
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@godlover12345132 I like it and Microsoft the most and NVDA third with more growth potential but less stability.
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@kylespringer There is an 1-24 month lag from raising rates. They will continue with 25 bips until they start seeing the effects of the hikes.