MSFT is a core long-term holding; its scale provides strong competitive moats and positions it as an AI infrastructure winner via existing enterprise distribution.

Growth may then slow down at a time when technology giants such as Microsoft, Amazon, Meta, Oracle, and SpaceX are investing enormous sums in artificial intelligence infrastructure.

if you look at my most important investment assets, you'll find that they usually tend to be Microsoft, Google, and Amazon. These are the giants in whom I already put most of my money .

The reason is that I feel the bigger they get , the more impregnable and difficult their competitive trenches become to penetrate.

As for the winners, as I said before, they will undoubtedly be the operators on the widest scale. Microsoft, Meta, Google, SpaceX, Amazon, and similar names.

Companies like Microsoft and Google already own distribution and enterprise contracts, so they can easily slow down the release cycles of new models. Even if the periods extend from 6 months to two years, these are giants who can simply relax and take advantage of their existing production lines without having to constantly burn through cash to defend their technological superiority.

In particular, I would say that large cloud computing companies are already integrating many cybersecurity features and tools directly into their ecosystems. As you know, Microsoft is a giant in this field.