Top pick: Microsoft.

本站添加: 2026-06-03

[00:00:00]Stock number two, Microsoft.

[00:00:02]>> So, walk us through your take on Microsoft.

[00:00:03]>> Well, they're one of the hyperscalers, so that's pretty much the the Mag 7 uh format is that you need the hyperscalers that are using AI in the cloud and having control of that. The other [music] thing that a lot of people don't pay attention to is that Microsoft is also involved in quantum computing, which could come in the next 5 to 10 years using nuclear fission uh >> [music] >> to compute millions of times faster than existing AI chips.

[00:00:30]>> [music] >> And most of the AI chips today only last about 4 and 1/2 years and where our enduror can burn, so >> [music] >> having the ability to uh be a hyperscaler, have the future uh in their favor. Uh they've also got access to OpenAI and ChatGPT. [music] The stock's down right now simply because of concerns of their >> [music] >> uh traditional business, but there's a whole lot more going on behind the scene.