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NASDAQ:MSFT
He's short a lot of tech stocks, but MSFT is doing very well. He had been long this, then sold it a few months ago. MSFT instead is a buy. That said, he wouldn't be too quick to jump into any tech stock now--they've been volatile, overowned in ETFs, so there's been some unwound. MSFT has great growth and dominates their field. The CEO has done a fantastic job ressurecting their growth, especially in the Cloud. They are well-position in Cloud which will fuel growth. They also have a ton of cash. Stay long on this. Maybe you could add more at a lower price.
A great business positioned well in OS and the Cloud for enterprises--which is a strong secular tailwind. They are still gaining business as they move to a subscription-based system. MSFT generates a lot of free cash flow that will increase dividends over time. They hold a lot of cash that they will repatriate from overseas. A good business, and, yes, a little expensive, so he would add to a position to some degree, though not huge.