As I had predicted on this board about 6 months ago, Microsoft, Google and Amazon are seeing heavy demand for their AI products, and sweeping up millions of dollars in the process. Apple will see the same thing when OpenAI's GPT model gets built into newer iPhones. Nvidia can't keep with demand for their GPUs from the cloud hyperscalers, even at $30K each. I'm not taking any special credit for predicting this, it was obvious to anybody following the rapid developments in Generative AI over the past 12 months.

Here's a research note from analysts at Wedbush.

"We are raising our price target on Microsoft to $550 reflecting bullish recent AI customer checks. There is a tidal wave of Copilot and Azure monetization now on the doorstep for MSFT. We have seen deal conversions for broader enterprise scale AI deployments "accelerating" in the field as the AI Revolution takes hold. We maintain our OUTPERFORM and MSFT is on our Wedbush Best Ideas List. We strongly view this as Microsoft's "iPhone Moment" with AI set to change the cloud growth trajectory in Redmond."

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