Microsoft Corporation (MSFT) stock forecasts

Summary

Which of the market-dominant and so-called “magnificent 7” shares can be the best investment? In the first stage of the Ungidled AI enthusiasm, all the opportunity of Mag 7 was almost limited as it seems limited. The market is now more doubtful towards the AI ​​winners, which lead to a natural trend to sort the group with the prospects. We see that Amazon moves in the ranks, and Nvidia continues to order the best. All Mag 7 names have something in common. All dominates at least one major competence; And they used the flow of large cash flow thrown with the main powers to invest and develop a generative AI opportunity. When using this power to share in the AI ​​ecosystem, it also covers that in the intermediate prospects of the company, the “rating” in the 7th MAK 7 of the 7th MAK 7 is the ability to protect and educate the main work. For this week’s list, we analyze and sort in MAG 7 (above) in clear intermediate term prospects. We expect our ratings to be liquid to have MAG 7 liquid, but it does not see any action in the first or last place. Unlike six other names, the main competence of NVIDIA is artificial intelligence. In the GPU-based game, the need for realistic indication of NVIDIA’s founding work, acceleration of applications and a major language models (LLS) and a major parallel calculation for the massive parallel calculation of Cornerstons. We sort the Nvidia number based on the evidence of the company in its growth numbers. The last financial 4Q25 increased by $ 39 billion in revenue every year. In March 2025, the income of the information center for the forecast of NVIDIA will be over $ 1 trillion in the next few years and the entire global infrastructure is a $ 50 trillion opportunity for the AI ​​update. Nvidia is also the development of “Turbo-charger” with advanced models, platforms and partnerships, “Turbo-charger”, including GPU’s program, including CUDA software library. The best proof of NVIDIA acceleration is the growth of infrastructure companies using NVIDIA solutions to support the main burden of AI. The revenues of the Microwh Information Center have increased three times a year and now exceed 50% of the total company revenues. The microna has increased by the high bandwidth memory (HBM) to $ 35 billion until March 2025, about half a billion dollars. Among the leading US GPU server providers, the AI ​​violence revenues in Dell Technologies FY25 have sent $ 10 billion to $ 10 billion and $ 15 billion in FY26. The Hewlett-Packard has released a financial 1Q25 worth $ 8.3 billion in the mumulative AI systems and services orders. Leaders about explosive growth in the Information Center (DCIS), Broadcom and Marvell (DCIS). * Meta platforms (meta): Meta platforms in second place, because it is the most successful in becoming the most successful role in LLMs, including many modal models, including many modal models. Snap has a limited opportunity, and x stands with a musk coating of self-inflicted wounds and musk. Only Asian-based companies (TICTOK) pose a real threat. We see a risk for the main work that the endless EU and the US Congress opposition; And the methane’s social-media Cornerstones (Facebook, Instagram and WhatsApp) can be cleaned in three. But we do not see this happened. Meta successfully started the expensive obsession with Metavere with a more practical and fast-growing AI opportunity to develop Zuckerberg. Unlike AWS, Microsoft Azure and Google Cloud, Meta successfully applies and ahead of the leading LLMs, although not a large provider of hybrid cloud services. First of all, we see the efficiency and personal aim to optimize the company’s social media user base, which is primarily from 3.3 billion internally from 3.3 billion in each end. META’s General EU’s Facebook reality laboratories, $ 2.1 billion in 2024, only 1% of total meta income. Currently, this is mainly a hardware-based business (search VR headphones, ray-banny glasses), but we see long-term growth opportunities such as the main influx of methane LLMS. An extensive iOS is installed and owned by iCloud individually, individually, the EU can use the EU the most. * Amazon.com (Amzn): Amazon in a third place. Amazon’s online retailers and especially his head work without a global peer. The combined retail operation is the highest level for 4Q24 (American and International) 6.1%, the beginning of our factory. Priman’s media is now a Netflix opponent in the quality and volume of content. AWS is a world-class CSP and its rising margins and cash finances the company’s Gen AI opportunity. Amazon acknowledged that the company is declining in Gen AI, in May 2024, the head of AWS in a hurry to change the head of AWS quickly. AWS, $ 110 billion dollar revenue period or edges are in record heights or near. In partnership with both internal and anthropic and other, AI produced Bedrock Marketplace, which can choose from more than 100 LLMs of customers; Training and Truyum 2 accelerator; and Amazon Nova, a wide family of basic models. * Apple (AAPL): The fourth place goes to apple. The main skills of Apple are global leadership in technology devices and services. Apple was somewhat disappointed in the Early effort on AI. The company even goes beyond the usual power of power to attract the support of companies such as Openai. But not a product pioneer, we have taken Apple for a long time ago; Early iteration mobile phones as Dynatac and Startac were amazed, but when the iPhone grew up in power. Investors are also concerned with the decline in Apple’s sales of China. In the most recent financial 1Q25, the apple gained income in all other regions. The company’s mass iOS installed is more than 2.2 billion, and provide a fertile ground for the continuous growth of services. * Microsoft (MSFT): in Microsoft in the fifth place. Microsoft is the main competence in the enterprise program in Enaure, which has two CSP plates behind AWS. Like NVIDIA, as all the above companies, Microsoft has difficulty protesting the supply of advanced black-network products to build and operate the most advanced models. Microsoft’s cloud work has never been as profitable as AWS, although this assets may be allocated to the cloud section. Microsoft found a few mistakes in spreading Gen AI models and bot