Microsoft $MSFT Is Undervalued in AI — Bloomberg Says Buy the Lag

This week's YouTube finance consensus is basically: $MSFT is the most overlooked name in AI, and you're going to feel silly about it around July 28th earnings. Bloomberg Intelligence called it out directly — Microsoft lags peers like Amazon and Google in the AI valuation race despite being a leading LLM cloud provider with a new Microsoft 365 suite dropping in H2. The Traveling Trader clocked $MSFT up ~12% from recent lows but calls it a temporary rotation play — not a structural shift. Earnings on July 28th will be the real tell.

Meanwhile, the smartest contrarian call this week came from the Merryn Talks Money Bloomberg pod: healthcare — think Boston Scientific, Stryker, and Zimmer Biomet — is trading at half its historical multiples despite AI-accelerated drug discovery and regulatory moats. That's the kind of setup that makes fund managers quietly load up while everyone else chases Nvidia derivatives.

And Barry Callebaut (cocoa + chocolate) is getting hit from both sides: structurally weak volumes AND potential El Niño-driven cocoa price spikes on the horizon. Sometimes the most boring bearish thesis is the one that actually lands.