《Lampe: GOOGL Outperforms as "Market Writes Its Obituary," Energy Needs Grow》
MSFT被低估/忽视；AI加速增长；应作为主要投资组合持仓。
如果你看看一些主要的参与者，无论是微软、谷歌还是博通，它们合计占标准普尔总市值的18%。所以当你买入这些股票中的任何一只，或者三只一起买入时，你实际上是在押注供应链。你知道微软并不需要人工智能才能运转。
它本质上是一个加速器。所以它是一家伟大的公司，而且我今年一直在说它被低估了，最近我们也看到它上涨了。
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.