Source: http://www.moneyflows.com
Elite businesses bring in institutional capital, even if it takes a while. As the chart on the right above shows, NOW has been an institutional cornerstone for years.
The final agentic AI software stock to own is a familiar name – Microsoft (MSFT). The $3.3 trillion market cap company is all over the AI software stack. It has agents, business applications, data, cloud, and infrastructure.
Shares have been sold hard. But as has long been the case, the company has strong earnings.
EPS estimates call for $16.80 this year, $19.43 next year, and $22.83 in 2028. Also, the forward price-earnings ratio is 23.4, showing it’s a value play right now.
Stocks follow earnings, so we would expect the downturn to end soon. And perhaps it already is:
