Nvidia is a hold, serving as the performance benchmark Microsoft seeks to match with its own internal hardware.
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My Microsoft Stock Price Prediction for 2026! | MSFT Stock Prediction
The creator views the recent 17% year-to-date drop in Microsoft as a significant buying opportunity, citing historically low valuation multiples and strong earnings potential.
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Oracle is a hold as it joins the group of hyperscalers whose valuations are sensitive to collective AI infrastructure spending.
Meta is a hold as part of the hyperscaler group where high capex projections have recently pressured the share price.
Amazon is a hold as investors weigh massive AI capex spending against potential relief from future spending reductions.
Google is a hold as its AI advancements in Workspace pose a direct competitive threat to Microsoft's productivity suite.
MSFT is a buy following a 17% YTD drop, with the creator targeting $500-$550 by year-end 2026 based on historically low valuations.
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