Microsoft Corporation (MSFT)

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Which of the dominant stocks on the market and the so -called “Magnificent 7” may be the best investment? During the first stage of unbridled artificial intelligence, both MAG 7 were loved because their chance appeared almost unlimited. The market is now more doubtful about the winners of artificial intelligence, which led to a natural tendency to classify the group on their horizons. We see Amazon moving in the ranks, while NVIDIA continues to control the first place. All Mag 7 names have something common. They are all dominant in at least one basic efficiency; They have benefited from the huge cash flows delivered by their basic competencies to invest and develop the opportunity of artificial intelligence. Mag 7 on their medium -range prospects, which includes assessing the ability of each company to defend its basic business and care for this force to obtain participation within the environmental system of Amnesty International. For this week’s list, we analyze and classify the MAG 7 (from top to bottom) on its clear and clear horizons. We expect our classifications for Mag 7 to be liquid, but do not expect any movement in the first or last place. Unlike the other six names, NVIDIA’s basic efficiency is artificial intelligence. The need to provide realistic in GPU games, and the work of the foundation NVIDIA, laid the basis for accelerating the widespread parallel applications and computing, which is the foundation stone for training LLMS models and enabling reasoning. We send NVIDIA number one based on the evidence of the company’s growth numbers, which are great. In the last 4Q25 financial, $ 39 billion in revenues grew 78 % annually. At the GTC event in March 2025, NVIDIA expected that the data center revenue will exceed $ 1 trillion annually in the next few years, and that the entire global industrial infrastructure represents an opportunity of $ 50 trillion to renew artificial intelligence. NVIDIA also provides much more than the leading graphics processing units in this field, including its CUDA software library, which is the development of AIG Agency “Turbin charging” with models, platforms and open partnerships. The best evidence for NVIDIA momentum is the growth of institutions infrastructure companies using NVIDIA solutions to support artificial intelligence generalization. The Micron Data Data Center revenue has multiplied on an annual basis and is now 50 % of the company’s total revenue. Micron increased TAM to the chance of high -frequency domain memory (HBM) to $ 35 billion as of March 2025, almost $ 20 billion in half a year ago. Among the major GPU service providers in the United States, Dell Technologies recorded $ 10 billion of AI Sever’s revenue in the fiscal year 25 and expects $ 15 billion in the 26th fiscal year. Both leaders in the Data Center connections (DCIS), Broadcom and Marvell are reporting explosive growth in these categories. * Meta Platforms (Meta): Meta platforms in second place because they were among the most successful in taking advantage of their basic efficiency (social media) in a leadership role in building LLMS, including multimedia models. Snap has a limited opportunity, and X is dwarfed by wounds that have caused self -treatment and conceived musk. Only Asian -based Asian -based companies like Beedance (Tiktok) are a real threat. We see some risks to the basic work of the European Union opposition and the American Congress apparently; The cornerstone can be carved in social media (Facebook, Instagram and WhatsApp) clean in three. We do not see that happening. Meta has succeeded in the expensive Zuckerberg Hoster axis with Metaverse for the most technician intelligence opportunity and development. Unlike AWS, Microsoft Azure and Google Cloud, Meta can successfully and strengthen the leading Llms although it is not a major provider of hybrid cloud services. We see Meta first and foremost spread internally to improve the efficiency of employment and personal targeting in order to improve the base of the company’s social media users, which exceeds 3.3 billion. Facebook Reality Labs, which includes Meta’s Gen Ai, recorded revenues of $ 2.1 billion in 2024, only 1 % of the total Meta revenue. Currently, this is mainly a work on devices (Heard VR HeadSets, Ray-Ban Ar Glasses), but we see a chance to grow in the long term as Llams Llma’s Meta’s Go Sole. As far as Apple has benefited from the wide IOS base for the individual with iCloud, META can make a dedicated offer for its users dedicated to more than three billion users.* Amazon.com (AMZN): In third place is Amazon. Amazon online retail operations, especially her main business without a global counterpart. The joint retailing margin (the Americas and the internationals) for 4q24 6.1 %, was largely higher in our model to return to the start of the company. Prime’s Netflix is ​​now competing for content quality and size. AWS is the world leader in the world, its growing and cash flows funds the company’s Gen AI’s opportunity. Amazon was quick to replace the AWS president in May 2024 when the council realized that the company was backward at Gen Ai. The annual revenue rate of $ 110 billion, margins in or near standard levels or near them. Even internally and in partnership with man and others, artificial intelligence produced the basis market, where customers can choose from more than 100 LLMS; Training and trainees 2. And Amazon Nova, a wide family of foundational models. Apple (AAPL): Fourth place goes to Apple. Apple’s basic efficiency is global driving in technology devices and services. Apple was somewhat disappointing in its early efforts in artificial intelligence. The company comes out of its usual dependence on the internal capabilities to recruit support from companies such as Openai. But we have long considered Apple as a producer, not a pioneer in the product; Repeating early mobile phones such as Dynatac and Startac are surprised, but they have ended long as IPhone grows in hegemony. Investors are also concerned about Apple sales decrease in China. However, first in 1Q25, Apple has grown revenues in all other regions. The huge iOS base exceeded the company exceeds 2.2 billion, providing fertile ground for continuous growth in services.* Microsoft (MSFT): In fifth place is Microsoft. Microsoft has been used as the basic efficiency of the AZURE Institutions Program, and the second number CSP behind AWS. Like all the above -mentioned companies that are not called NVIDIA, Microsoft faces a challenge to get enough supplies from advanced Blackwele products to build and operate their most strengthened models. Microsoft Cloud was never profitable like AWS, although this may be partial due to the assets designated for the cloud department. Microsoft had some errors in launching Gen AI and Pot models