Microsoft wants to develop its own cutting-edge models, which is quite straightforward—big companies still prefer not to hand over their most core AI capabilities entirely to external parties. In the short term, the AI narrative is heating up, but it’s not about practical validation; the market is more likely to trade on expectations first. $OP For these high-beta stocks, they usually first benefit from market sentiment. To achieve stable growth, it still depends on whether there are more tangible products and progress in collaborations later on. $OP