Top 12 Tech Stocks to Buy According to Billionaire Ken Fisher

3. Microsoft Corporation (NASDAQ:MSFT)

Number of Hedge Fund Holders as of Q4: 317

Fisher Asset Management’s Equity Stake: $11.90 Billion

Microsoft Corporation (NASDAQ:MSFT) showcases strategic leadership across cloud computing, artificial intelligence, and next-generation technologies; in its most recent quarterly results, Microsoft reported a 12.27% year-over-year increase in revenue, reaching $69.63 billion, with earnings per share exceeding expectations at $3.23. This growth reflects the company’s robust cloud segment, which accounted for approximately 43% of total revenue in the fiscal year 2024. Microsoft’s dominance in cloud computing and enterprise software remains a cornerstone of its stability, particularly in the face of broader economic uncertainties and geopolitical risks, including global tariffs.

While Microsoft Corporation (NASDAQ:MSFT) has weathered recent market volatility better than its peers, especially among the “Magnificent 7” tech giants, it still faces new challenges. Following the announcement of global tariffs by former President Donald Trump, Microsoft’s stock declined by approximately 5.8%, which was a relatively modest drop compared to the double-digit losses suffered by Meta, Apple, Amazon, Nvidia, and Tesla. Analysts attribute Microsoft’s resilience to its focus on enterprise software and minimal exposure to physical goods, which significantly protects it from the direct impacts of trade tariffs. Its business model, centered on long-term contracts with corporate clients, adds further insulation from short-term economic shocks.

As Microsoft Corporation (NASDAQ:MSFT) marks its 50th anniversary with a high-profile event in Seattle, showcasing its latest AI advancements, the company is positioning itself for continued growth and innovation. While regulatory pressures and scientific disputes pose potential headwinds, the company’s track record of navigating complex environments, combined with its ongoing investment in cutting-edge technologies, suggests strong long-term prospects. For investors, the combination of financial resilience, strategic focus, and technological leadership makes Microsoft a compelling option, even as the broader tech landscape undergoes rapid transformation.

As of Q4 2024, Ken Fisher held more than 28 million shares of Microsoft Corporation (NASDAQ:MSFT) in his portfolio, valued at almost $12 billion and making it one of the top tech stocks to buy according to the billionaire.