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Forget Intel: Buy Microsoft Hand Over Fist on the Sector Rotation
Key takeaways
- Microsoft's $627 billion contracted revenue backlog and 52 Buy ratings with zero Sells make it the overlooked retirement-grade compounder.
- Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut.
- Intel (NASDAQ:INTC) is the ticker dominating financial headlines after a stunning 455.89% one-year rally powered by CEO Lip-Bu Tan's turnaround pitch and a fresh AI positioning story.
Forget Intel: Buy Microsoft Hand Over Fist on the Sector Rotation Alex Sirois Thu, July 2, 2026 at 10:30 PM GMT+7 4 min read INTC MSFT Quick Read Intel's 159x forward P/E masks a $3.7B quarterly loss while Microsoft's $37B AI business grows 123% at just 19x forward earnings.
Microsoft's $627 billion contracted revenue backlog and 52 Buy ratings with zero Sells make it the overlooked retirement-grade compounder.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
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