大多数MAG7股票（AMZN、MSFT、META）的问题所在

You completely misunderstood meta

Meta is the Only one that has proven revenues from ai no other company has that

How do you think meta revenue is growing 30% faster then any of mag7 except NVDIA

As Nvidia Chief puts it, noone does ai better then meta

Whole ad business is based on ai

GCP's growth is so high because it includes chip sales.

Meta has been monetizing AI internally for years. Thats how they were able to overcome the ios privacy changes so fast. And why revenue is growing 20%+.

I agree Copilot sucks compared to Gemini or Claude, but im not sure if it matters given MSFT's distribution.

The Europoors will come back to MSFT when they find out supporting clueless users on Linux is a huge drain. It has been tried again and again, hence the joke "Year of the Linux Desktop". We techies love Linux and don't mind dropping down to the shell to do some housekeeping. But not Françoise the office worker down at Marseille city hall.

Copilot has the advantage of being the only AI allowed in a corporate IT ecosystem that prioritizes security above all else. And that’s virtually every Fortune 500 company.

Google doc hasn’t made a dent on M365. As I said, F500 companies don’t mind paying licenses if the product has worked well in the past, they are repulsed to changes if things are up and running. The #1 issue is the headcount loss due to ai, meaning less licenses being sold but I can see MSFT changing their billing model for M365 if it makes a dent in their pocket.

You dont see many bringing up META or MSFT

MAG(YTD rtn) -4.3% , RSP(YTD rtn) +9.1% (still got all 7 stocks there). S&P(YTD return): +7.75%

My company just got like 3,000 m365 copilot licenses

Microsoft - The reason Microsoft is going to win is the same reason it wins at everything else. It has the deepest moat in business and it leverages to perfect even if the underlying product isn't that great.

Argument #1: Copilot vs Gemini - This really highlights your lack of research as the crux of your argument doesn't make sense. Copilot is AI agnostic while Gemini is an LLM. I think the AI agnostic pathway is a much smarter approach as studies show leveraging specific AIs to do specific tasks yield better results and can allow much lower costs. This is probably better long-term when you factor in how much cheaper per million tokens opensource Chinese models are. However, let's ignore that because today's Copilot is horrible. However, I think the important thing to remember is that Copilot is horrible AND it still crushes Gemini in terms of paid users. Microsoft's distribution network is unmatched.

Argument #2: Basically, all these arguments are stupid. You complain Microsoft is dependent on OpenAI but ignore the fact Amazon and Google are dependent on Anthropic and Gemini. The cloud argument doesn't really make sense since right now all cloud companies are at max capacity because OpenAI and Anthropic are growing so fast.

The idea that Azure is stalled is stupid. Prior to the find compute at all costs, Azure was clearly winning the cloud race. At this point, it doesn't matter because anyone who has cloud space will find a buyer.

GCP: 28,32,36,48,63

Azure: 33,31,40,39,40

AWS: 17,18,20,24,28

The technological superiority argument is also dumb. It's just different building philosophies. AWS gives a lot more control. Azure gives you simplicity, integration, etc. You go with what you like.

Microsoft and Google are my two biggest holdings. I think Google is a slightly better bet long-term but Google at 4.3T is so obviously a worst bet than Microsoft at 2.7T. This isn't defensible. Microsoft makes like 10B more in operating profit, hasn't recognized OpenAI's stake (Google recognized Anthropic and SpaceX), and is half the value. You're just being a blatant homer.

I was being sarcastic.  Three of the four posts I can see on the homepage are msft related.  Its an extremely interesting setup.  Im in with about 50% of my taxable portfolio, 400 shares worth.

I think Google is going to be fine and both a recipient of AI tech improvement and a supplier of compute. They have the right ecosystem. MSFT as well. META is trying to become something beside an advertising company. Ai will help them more in targeting little girls who feel bad about themselves than it will be a pick and shovel company. The problem is Zuckerberg is unchecked and spending billions on a strategy that doesn’t have enough upside. Just like he did with Metaverse. If he focused on being a cash cow and milking it- this would be a $1000 stock.

And I bet those orgs aren’t using Azure. Once you sign up for the core Microsoft ecosystem, a lot of IT firms will sacrifice slight usability to ensure everything else is balanced.