Howdy Investors,

Trump’s tariffs are doing a doozy on the markets. And as always, uncertainty breeds opportunity.

Tariffs raise the cost of doing business and stoke fears of an economic slowdown. When that happens, investors start pulling back from growth stocks—especially tech—because their valuations rely so heavily on future earnings.

Here’s where we take advantage: the risks are real, but they’re short-term. Will there be volatility? Absolutely. Could prices dip further after you buy? Of course. But over the long run, you’ll be glad you bought the dip—because tariffs might rattle markets, but they don’t shake real fundamentals.

That said, not all tech stocks are created equal. Some will rebound faster. Some are more insulated from macro noise. In this month’s edition, I break down the three I’d be buying right now—each offering what I believe are asymmetric returns.

Here’s to your wealth and success,

Dakota Crisp, PhD

#3 Microsoft (Ticker: MSFT)

Background:

Microsoft is a global software and cloud leader. The stock recently dipped due to tariff fears, slower cloud growth, and broader concerns about the economy.

Thesis:

Tech stocks often fall when tariffs and recession headlines hit. But Microsoft’s fundamentals haven’t changed. Azure, Office, and enterprise software are mission-critical with sticky, recurring revenue.

Microsoft is quietly embedding AI into everything—from Copilot in Office to Azure’s AI infrastructure. Once monetization clicks, it could unlock a new growth leg.

In short, you're buying a dominant cash machine temporarily discounted by macro fear.