2 Dominant AI Companies to Buy and 1 to Sell

[@asymmetricinvesting]

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[@CharlesVaughn-bm9gq]

Msft is also a consumer company. Everyone’s pc at home(unless u r Apple user). And B2B is great market. They own and invest in many other companies. It has a monopoly on DOS devices.

[@garyshi]

Makes sense. But I am still keeping some MSFT positions, because who knows what GPT5 will be capable of. AI is such a fast moving space and it's too early to say it for sure that a major player is out of the game.