Buy MSFT by Apr 28, 2031.

I’ve been thinking about this a lot lately. Choosing between NVIDIA, Meta, Microsoft, Apple, and Tesla feels less like picking the “best company” and more like finding the right mix between reliability and optionality. Here’s how I see it: Microsoft feels like the most certain. Cloud plus AI is already monetizing in a real way, not just hype. Meta has massive cash flow, and AI is quietly improving efficiency across the business. Feels like execution is still underappreciated. Apple is …