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REDDIT

Long-term tech tilt: Microsoft vs Meta for the next 5–10 years?

J
Dec 8, 2025 · 15:31

Hi everyone,

I currently hold a broad diversified ETF as the core of my portfolio, but I’d like to add a small tech position to boost long-term growth (5–10 years).

If you had to choose one individual stock for a long-term tech tilt, would you go with Meta or Microsoft?

Microsoft seems strongly positioned in AI through Azure + OpenAI, while Meta has strong advertising growth and LLaMA, but is more volatile.

Which one do you think offers the better long-term risk/reward profile?

Thanks!