$Microsoft(MSFT.US)

Context: Nvidia is partnering with Microsoft to beat Apple in high end notebook space. Instead of GPU, Nvidia is building a CPU that directly competes with Intel and AMD. Microsoft claims that the Nvidia CPU that is installed in Microsoft branded laptops called$NVIDIA(NVDA.US)$Intel(INTC.US)$Netflix(NFLX.US) Surface Ultra can run twice as fast as Apple Macbook Pro M5 yet still cheaper by US$400. The Ultra cost US$2599.

My trade: Microsoft Surface laptop is only contributing to 2% of Microsoft revenue so I am neutral on it's stock price

Takeaway: Microsoft should consider competing with Apple Macbook Neo which recently was hiked to US$699. They should consider making AI notebooks affordable to the masses. The Ultra pricing is out of reach for many people especially the students.