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MSFT · Microsoft

Azure's OpenAI alliance locks in the highest-demand AI compute use cases. Copilot is penetrating enterprise SaaS, backed by the most resilient three-engine cash flow structure in the sector.

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MSFT · Microsoft — Azure's OpenAI alliance locks in the highest-demand AI compute use cases, Copilot is penetrating enterprise SaaS, and the three-engine cash flow structure is the most resilient in the sector.

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ARM Holdings (ARM) — The royalty collector of global chip architecture IP, licensing its designs from mobile all the way to the data center: ARM now commands ~50% of hyperscaler CPU compute. At a forward P/E of ~124x, this is a growth stock with a decade of upside already baked into the price.

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