$Microsoft(MSFT)$ $Roundhill Magnificent Seven ETF(MAGS)$ $Invesco QQQ(QQQ)$ $Vanguard Total Stock Market ETF(VTI)$ $Vanguard S&P 500 ETF(VOO)$ I have come to a conclusion today: Microsoft is the pony to win the AI race. I am still holding off on adding until the overdue correction, but I will be all-in when that happens. Functionally, they have the least committed CapEx with the most versatile platform for deployment. They also have killer partnerships and the capacity to take on debt. Things are starting to line up. When all this AGI stuff collapses, functional license-based modular and networked support agents will rule. Microsoft should change its slogan: not being stupid while everyone else loses their minds since 1975.
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