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Microsoft: The AI Bubble's Best Risk/Reward Play (NASDAQ:MSFT)
微软微软(US:MSFT) Seeking Alpha·2025-10-09 14:47

The AI train is not slowing down. In fact, it is picking up speed by the day, as we see an explosion in deal-making activity among hyperscalers, neoclouds, and GPU makers to secure compute commitmentsAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objective is to invest capital in sustainable, growth-driven companies that maximize shareholder equity by meeting their growth-oriented goals. In addition, she also started ...