“Lampe: GOOGL Outperforms as "Market Writes Its Obituary," Energy Needs Grow”
MSFT is undervalued/overlooked; AI accelerates growth; should be a primary portfolio holding.
if you look at some of the major players out there, whether it's Microsoft, Google, or Broadcom, they represent 18 % of the total Standard & Poor's market. So when you buy any of these stocks, or all three together, you are actually betting on the supply chain.
You know that Microsoft doesn't need artificial intelligence to function. It is essentially an accelerator. So it's a great company, and I've been saying all year that it's undervalued, and we've seen it rise recently.