Microsoft's impressive recovery

When I wrote about Microsoft's fourth quarter (end 2024) results in January, I noted that the share price was flat while the Nasdaq returned 30%. That was bad enough, but then it proceeded to fall from $400 a share to $360 during the tariff tantrum crash.

I am happy to report that it has finally found some legs and soared 28% over the last month and is now close to the all-time highs it reached back in July last year.

There seemed to be some concern around the slowdown of datacentre leases, but that was squashed by their brilliant cloud (Azure division) numbers the following quarter.

When a high-quality company goes through a share price slump, don't sell the stock, it's usually a great time to add.