There is huge upward potential in big stocks of billionaire Steve Cohen
There is huge upward potential in big stocks of billionaire Steve Cohen
We recently released a list 10 Big Stocks of Billionaire Steve Cohen with Huge Up Potential. In this article, we will explore the large-scale stock shares of Microsoft Corporation (NASDAQ:MSFT) and other billionaire Steve Cohen, which have huge upside potential.
What impact will the future of the U.S. economy and stocks have in the context of punitive tariffs, immigration crackdowns and federal spending cuts? It's a million dollar issue, and is chairman and CEO of hedge fund Point72 Asset Management Steve Cohen, sounds warning that the U.S. economy could be on the edge due to macroeconomic uncertainty.
Billionaire investors have launched a warning footage, insisting that President Donald Trump's aggressive trade policy could lead to the economy growing at a rate of 1.5% in the second half of the year, down from the initial growth forecast of 2.5%. Warning is that Trump touts tariffs for various purposes, including reducing trade imbalances and gaining negotiation power over other countries. However, as the service sector, a major economic driver, grows slowly from 2023, their negative impact continues.
Please read also: Billionaire Prem Watsa's 10 Stocks with Highest Potential and 15 Recent Radical Investor Campaigns.
“Tariffs can't be positive, okay? I mean, it's taxes,” Cohen said Friday at the FII Priority Summit in Miami Beach, Florida. “The most important thing is that our immigration slows down, which means the labor force will not grow as rapidly as it has been in the past five years.”
Cohen warned that the good time for Didi in the stock market is over due to the uncertainty of the outlook for the U.S. economy, due to the tariff plan set by Trump. Indeed, Cohen’s warning is that U.S. stocks are retreating significantly from record highs. Given the uncertain macro environment, the S&P 500 index has fallen by about 8% over the year and is on the cusp of entering the correction phase.
Morgan Stanley CIO Mike Wilson responded with a similar view, insisting that he has made significant corrections since 2023. Therefore, as headwinds from the left, right and center soar, a decline should be expected.
“Actually, I'm negative for the first time in a while,” Cohen said. “It may only last for a year or so, but it's definitely a period when I think the best gains have been made, and I won't be surprised to see a major correction.”
On the other hand, despite the development of DeepSeek's implications and developments for the development of cost-effective AI models in the U.S. market, Cohen remains optimistic about the prospects for artificial intelligence. According to Cohen, despite concerns over spending on powerful AI chips developed by U.S. companies, DeepSeek's development of cost-effective AI models is positive.
Cohen is one of the billionaire investors leveraging artificial intelligence to thrive through strategic investments. His portfolio hedging at Point72 Asset Management has a great exposure to tech giants that develop and leverage various AI innovations. Similarly, Point72 Asset Management has announced a new AI-centric fund that grew at 14% in the last three months of 2024, growing to $1.5 billion.
We combed out the 72 SEC Q4 2024 13F file to identify 10 large stock picks from billionaire Steve Cohen with huge upward potential. We focus on stocks with a market cap of over $40 billion with a huge upside potential. We then analyzed these stocks and they can stand out well even outside of the entire stock market turning to bearish periods, as their stable investments can also generate huge value. Finally, we list stocks in the order of rising potential in the above.
Why are we interested in stocks that hedge funds to accumulate? The reason is simple: Our research shows that we can beat the market by mimicking the top stocks of the best hedge funds. Our strategy for quarterly newsletters selects 14 small and large stocks every quarter, returning 373.4% since May 2014, beating its benchmark by 218 percentage points (See more details here).
Microsoft Corporation (MSFT): Great upward potential in the big stock draft of billionaire Steve Cohen
A development team creates the next version of Windows together.
Market value as of April 24: $2.78 trillion
Point72 Asset Management's equity: $713.79 million
Analysts' upward potential as of April 24: 32%
Number of hedge fund holders: 317
Microsoft Corporation (NASDAQ:MSFT) is a multinational technology company that develops and supports a wide range of software, services, devices and solutions. It also runs in cloud computing, online search and other online services. Although the stock has retreated significantly on AI-powered Run Fizzling, Mizuho analyst Gregg Moskowitz believes the company's long-term growth is good.
Analysts’ stock target price is $475, according to expectations that Microsoft’s cloud unit Azure will benefit from public/hybrid cloud migration and digital transformation of complex workflows. Companies and governments use the cloud-powered version of Office Microsoft 365, further strengthening the revenue base of the technology giant.
So, Moskowitz believes that Microsoft Corporation (NASDAQ:MSFT) has made significant progress in generating artificial intelligence, as shown by its $14 billion investment in OpenAI and other AI solutions. Azure AI revenue increased 157% year-on-year in Issue 2, 20025, accounting for 13% of all Azure revenue. According to analysts, Wall Street also underestimated the company's long-term revenue growth prospects. Microsoft will spend $80 billion on AI data center infrastructure and leverage chips in 2025 as it hopes to leverage the AI boom.
Overall, MSFT Ranked 10th There is huge upside potential in the big stock picks of our billionaire Steve Cohen. Although we acknowledge the potential of MSFT as an investment, our belief is that AI stocks have higher returns in a shorter time frame and do this in a shorter time frame. AI stocks have risen since the beginning of 2025, while popular AI stocks have lost about 25%. If you are looking for more promising AI stocks than MSFT, but their earnings are trading at less than 5 times the price, check out our report The cheapest AI stock.
Read the next article: Buy 20 Best AI Stocks Now and According to the billionaire, there are now 30 best stocks.
Disclosure: None. This article was originally published in Internal monkey.
