Leonid Zadorozhnykh
My Biggest AI Bet Is NOT $NVDA (NVIDIA Corporation) – Here’s Why Everyone on eToro is flexing their $NVDA gains. I like $NVDA too, but it is not my main AI bet. My AI strategy is built around corporate platforms: $MSFT (Microsoft), $CRM (Salesforce Inc), $GOOG (Alphabet) and $AMZN (Amazon.com Inc) These companies are not just “using AI” – they are baking AI into the tools that businesses already can’t live without: • $MSFT with Office, Teams, Azure, GitHub and Copilot • $CRM with Salesforce, Data Cloud, automation and AI assistants for sales and service • $GOOG with cloud, search, Workspace and AI infrastructure • $AMZN with AWS, data services and AI tools for developers and enterprises Most corporations are already deeply locked into these ecosystems. When AI comes in, they don’t start from zero – they simply pay more to the same vendors for smarter versions of what they already use. So my AI bet is not just on the company that sells the fastest chips. It’s on the platforms that: • Own the relationship with the customer • Control the subscription and licensing • Can quietly raise prices as AI features become “standard” In short: $NVDA sells the shovels, but $MSFT, $CRM, $GOOG and $AMZN own the software, cloud and data layers where the real long-term cash flow lives. What’s your main AI bet right now – $NVDA, one of these platforms, or something completely different? 👇 ——— ℹ️ Disclaimer: This post reflects my personal opinions and market observations and is not financial advice. 🤝 You can start copying my trades from just 300$ - check pinned post for more details. ⚠️ Past skyrocketing gains are not a guarantee of future results.This
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