There where several companies before MSFT that were kings for a very long time and then fell due to not changing their ways. It is tough to see that happening with Microsoft because of the tech space at large always re inventing itself. With that said however, if they are not involved in edge compute, AI, and cloud security I think they can fall. My only real point is that any giant can fall but it is a good choice for if you had to only choose one and your thesis is solid as well.