MSFT, GE & PANW: Finding Value in a Stock Picker's Market

The segment is a stock-picker’s market discussion centered on out-of-favor quality names and AI/cybersecurity themes. The analyst argues that low summer volume and subdued volatility make it a good time to buy beaten-up but fundamentally strong stocks, citing Microsoft as an example of a rebound candidate despite near-term product and software concerns. He is also bullish on GE Aerospace, pointing to Larry Culp’s leadership, improving fundamentals, the GE9X engine, and long-term aerospace demand; he even sets an aggressive $1,000/share target within 6-12 months. On tech broadly, he emphasizes that AI remains the key area he likes, but flags energy, refineries, manufacturing, and data-center power constraints as important risks. He also highlights Palo Alto Networks as a top cybersecurity play as digital infrastructure expands. Overall sentiment is constructive but selective, favoring quality names with strong fundamentals and thematic tailwinds.