$Microsoft(MSFT.US) While a host of AI names have delivered massive gains, MSFT stock has shed 24% by being on the wrong side of the AI trade. Essentially, investors are worried that its massive AI infrastructure build-out won't generate the desired profits, while concerns that AI models could reduce the value of traditional software have also weighed on sentiment. Cloud computing and data centers are the keys. Msft remains a leader in cloud computing, a market expected to reach roughly $1.3 trillion in 2026 and potentially expand to $2.28 trillion by the end of the decade. The company is also positioned right at the heart of the data center boom, with that market forecast to grow from around $425 billion in 2026 to $902 billion by 2033, representing an 11% CAGR. Long term potential is still intact. @Captain's Treasure