ilmscore | Morgan Stanley's Quiet Rotation - Buying These 3 AI Giants - Not Nvidia, Not Microsoft

Morgan Stanley's Quiet Rotation - Buying These 3 AI Giants - Not Nvidia, Not Microsoft

Published: 2025-07-11
Status: Analyzed

Predictions from this Video

Total: 3
Correct: 0
Incorrect: 0
Pending: 3
Prediction
Topic
Status
Broadcom's AI revenue is expected to grow by 60% in the fiscal Q3 2025 and continue accelerating into fiscal year 2026.
"Management expects AI revenue to grow another 60% next quarter and continue accelerating into fiscal year 26."
AVGO
Pending
Meta aims to fully automate its ad journey by 2026.
"Meta plans to fully automate the ad journey by 2026"
META
Pending
The total AI market opportunity is projected to reach $60 billion to $90 billion by fiscal year 2027.
"With a 60 to90 billion AI opportunity on the horizon by fiscal year 2027"
AI Market Size
Pending