BaronLyly
04-03

$Microsoft(MSFT)$ I don't think most can go wrong with a growth portfolio invested almost entirely in MSFT and $Amazon.com(AMZN)$ . Both will likely be up 20%+ over the next year without as much volatility of an $NVIDIA Corp(NVDA)$ / $SUPER MICRO COMPUTER INC(SMCI)$ . As AI gets monetized via subscriptions and cloud service (both dominated by MSFT and AMZN), the service providers will drive the demand for hardware (NVDA). However, NVDA relies on constant chip growth, whereas MSFT can get 100 million users onto CoPilot and increase its earnings multiple with another stream of recurring subscription revenue.

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