MSFT is one of the leading stocks the speaker buys with conviction, expected to benefit from AI expansion even if oil stays at current levels for the next two months, and to jump sharply with the other leaders once the oil problem is solved.

But when we talk about leading stocks, again, Nvidia, Apple, Amazon, and Microsoft are the stocks we buy. These are the stocks we buy with conviction, believing that if this sudden strong rise occurs, and it's all about oil, then once the oil problem is solved, we will see a big jump upwards.

But if that doesn't happen, and even if oil remains at its current levels for the next two months, we believe those stocks will still benefit from the expansion of artificial intelligence.