$Microsoft(MSFT)$
At the end of the day, it doesn't really matter which company builds the "best" AI models—what matters is who owns the infrastructure. These tech giants are in a prime position to capture all the infrastructure rents that come with AI. They have the servers, the data, the cloud power. If you want to make real money from AI, you HAVE to own a piece of these companies. There's no way around it. Trust me, it's the best bet you can make right now.
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