Apr. 8 at 9:06 AM
Been thinking about this more -
AI isn’t really one trade anymore.
Each of these plays it differently:
$META is already monetizing it fast through ads
$MSFT is building a stable machine around enterprise + cloud
$GOOGL is still in transition, figuring out what AI does to search
And that’s the key difference.
Some are already converting AI into revenue,
others are still reshaping their core business around it.