Author outlines three 2026 watchlist stocks: bullish MSFT and TSM, and a watch on META due to conflicting AI positives and losses.
MSFT — LONG Author calls MSFT his top pick because Azure is undervalued, Copilot price increases are expected in July, and enterprise AI is moving from testing to full deployment. He sees it as the most certain bet, but questions whether $470 billion in capex will translate into profits.
MSFT: It's my top pick. Azure is undervalued, Copilot will raise prices in July, and enterprise AI is shifting from testing to full deployment this is the most certain bet.
This Reddit post, published January 02, 2026, features u/Turbulent_Return_288 discussing MSFT. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Turbulent_Return_288 · Tickers: MSFT