Buy MSFT by Jun 25, 2027.

TLDR: The ai trade is out of wack, looking at current winners and disregarding long-term winners. This is my personal outlook, please point out anywhere my logic or assumptions seem flawed. The AI industry has 5 layers. From bottom to top they go, - Chips (silicon, semis): NVDA, TSMC, AMD, MU, etc. To a lesser extent, AMZN, GOOG, and in the future MSFT - Infrastructure (cooling, data centers): VRT, ETN, CEG, MAFT, GOOG, META - Computer/Cloud (cloud): MSFT, GOOG, AMZN …