(https://www.marketwatch.com/story/bill-ackman-sees-investors-repeating-a-mistake-of-2000-flocking-to-the-new-new-and-ignoring-quality-names-b33e5f88) repeating the 2000 mistake by chasing AI specs over "quality names" like MSFT. But here's what he's missing: the market ISN'T ignoring MSFT. Institutions are *doubling down* on it as the "safe" AI play—which is exactly when the crowd is wrong.

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