Buy MSFT by Jun 20, 2036.

Maybe this is boring, but if I had to choose between Microsoft and Nvidia for the next decade, I’d still lean Microsoft here. Nvidia obviously has the bigger upside if the AI buildout keeps going full speed, but it also feels like the market already knows that and has priced in a lot of perfection. Microsoft just feels like the easier long-term hold to me. You still get major AI exposure through Azure, OpenAI, Copilot, enterprise software, etc., but with …