Microsoft(US:MSFT) CNBC Television·2025-12-22 12:56Market Trends & Growth Opportunities - Wedbush believes investors are underestimating Microsoft and Azure growth, with use cases exploding [1] - The last month has seen 2,530% of deals accelerated [1] - Hyperscaler investors are giving it no respect [2] - Only 3% of US companies have gone down the AI path, indicating significant growth potential [3] - Tech stocks are expected to be up 2,025% in 2026 [4] - 2026 is expected to be the year of AI monetization [7] - The AI revolution is fueled by Nvidia, which is 4 to 5 years ahead of anyone else in the market [8][9] Valuation & Investment Strategy - Street numbers for Microsoft are underestimated by 15% to 20% for 2026 [4] - Nvidia at 25 times forward earnings is considered a bargain [8] - Sell-offs in Nvidia are seen as golden buying opportunities [10] - It is more of a stock pickers market, focusing on ultimate winners in software, semis, and infrastructure [11] AI & Technology - Demand for Nvidia chips is 12 to 1 compared to supply [3] - Palantir customers are seeing ROI way accelerated ahead of what they ever expected [6]