Microsoft saw a huge rise this past month benefiting from analyst upgrades and encouraging corporate news. Some highlights and lowlights from the past month:
- Most notably, has been chatting up Discord, which is a chat program that is similar to Slack with an emphasis on gamers. This would be huge.
- Awarded contract with US Army to provide augmented headsets
- Announced expanded strategic partnership with SLB to accelerate new tech. for energy
- LinkedIn got hacked, 500mln user data
We’ll continue to hold this whale. Microsoft has continued on a trend towards games, buying Discord would solidify that path forward.