Wang says CRM and NOW are down 27 to 41% YTD yet post 12 to 25% growth with rising free cash flows, flagging them as undervalued AI plays.
Wang singles out GOOGL and MSFT as best positioned, owning both cloud infrastructure and frontier AI models for dual-layer economics.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
Constellation Research Chairman Ray ******* went on CNBC Monday morning to argue that the AI capital cycle has split the megacaps into two camps: hyperscalers with a clear line of sight to AI monetization, and enterprise software names that have been sold off despite growing cash flows.
Both could be good investments today.
#free #names #googl #Microsoft
Wang singles out GOOGL and MSFT as best positioned, owning both cloud infrastructure and frontier AI models for dual-layer economics.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
Constellation Research Chairman Ray ******* went on CNBC Monday morning to argue that the AI capital cycle has split the megacaps into two camps: hyperscalers with a clear line of sight to AI monetization, and enterprise software names that have been sold off despite growing cash flows.
Both could be good investments today.
#free #names #googl #Microsoft
2 months ago
