The maker of the Kimi 3 had to stop new subscriptions because they ran out of compute. Yet, AI stocks are trading lower. This can't last for too long. Here are 5 high-quality, undervalued stocks in the AI space and investment cases: 🧵 1. $MSFT This is the most obvious bet here. It has $627 billion in cloud backlog, the highest among the hyperscalers. Thanks to its position as the premier AI cloud, Azure is expected to grow 35% annually by 2030 and bring in more than $350 billion in revenue. What's even better is that $MSFT hasn't issued any bonds so far to finance the AI buildout, and it's been more prudent than other hyperscalers, as its free cash flow is projected to remain positive throughout this cycle. Its software business is also strong and is poised to accelerate as it swi
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