$Microsoft(MSFT.US) Recent declines in AI stocks have been influenced by a disappointing chip sales forecast from Broadcom and investor rotation towards upcoming IPOs like SpaceX, Anthropic, and OpenAI. Despite a 15% drop in Microsoft stock this month, the company has shown significant revenue growth, with its AI-related business reaching an annual revenue run rate of $37 billion. While some investors express concern about AI replacing software, Microsoft is positioned to benefit from AI advancements, making it appear to be a strong long-term investment opportunity rather than a declining asset. Besides, partnership with Nvidia for the AI PCs could be a form of revenue diversification with the downfall of Xbox business. @Bridge Buzz SG
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