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Microsoft (MSFT) fell 14.21% YTD despite Q3 earnings beat with $4.27 EPS vs. $4.07 expected and Azure growth of 40%, while trailing P/E of 25 and forward P/E of 21 present attractive entry after AI revenue accelerated 123% YoY. Dell Technologies (DELL) surged 91.17% YTD with AI-optimized server revenue jumping 342% to $8.95B and a $43B AI backlog…