I purchased $MSFT at $382.17 on weakness Friday.
I am selling some in the premarket at $398.10 — nearly +$16/share higher.
From Friday:
I just bought back:
* MSFT (MSFT) $382.71
Positions: Long AMZN S MSFT S
BY Doug Kass · Jun 12, 2026, 9:47 AM EDT
Position: Long MSFT (VS)
BY Doug Kass · Jun 12, 2026, 11:25 AM EDT
Position: Long AMZN (S), MSFT (S)
Let’s scan through the headlines for the stories of the week that speak to our Pro Portfolio holdings.
I am taking half of my $MSFT long off at $389.74, for a +$7 gain from a few hours ago.
From earlier:
I just bought back:
* MSFT (MSFT) $382.71
Positions: Long AMZN S MSFT S
BY Doug Kass · Jun 12, 2026, 9:47 AM EDT
Position: Long MSFT (VS)
I just bought back:
* AMZN ($AMZN) $235.74
* MSFT ($MSFT) $382.71
Positions: Long AMZN S MSFT S
The market faces an interesting setup going into Elon Musk’s IPO.
I sold $MSFT and $AMZN on the Iran news for a profit.
Position: None
I added to $AMZN at $236.74 and $MSFT at $386.78
Position: Long AMZN (S), MSFT (S)
I have re-established longs in two tech stocks:
* $AMZN $236.90
* $MSFT $388.39
Position: Long AMZN (S) MSFT (S)
Trump and Iran, May PPI, Oracle’s spending, potential OpenAI price cuts, and other headlines moving stocks this morning.
Investors are eager to know when the SaaSpocolypse will end.
