Скачать или смотреть Dan Ives: This Stocks About to MOON!

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Dan Ives’ core point is that investors are making a familiar mistake with Microsoft by treating it like a mature, fully priced tech incumbent when the AI adoption curve has barely begun: only ~3% of U.S. companies have meaningfully started their AI journey, yet demand for compute, cloud, and AI software already massively exceeds supply. Wall Street is anchoring to old valuation frameworks and assuming the AI upside is “priced in,” even as Azure deal activity accelerates, enterprise pipelines expand, and Microsoft sits uniquely positioned with cloud infrastructure, the OpenAI partnership, and AI embedded directly into 365 workflows used by hundreds of millions of employees.

The real opportunity isn’t the current hype phase, but what happens when the remaining 97% of enterprises move from experimentation to deployment, turning AI from a cost center into a return-generating tool—an inflection Dan Ives believes hits around 2026, shifting the narrative from infrastructure spend to software monetization. In that context, Microsoft isn’t late to the AI trade; it’s early to the earnings phase, and that’s why the market is underestimating both its growth and its upside.