Bill Gates Bets Big on AI: Microsoft and Schrödinger Stocks Make Up Over 34% of His Foundation's Portfolio
• Bill Gates has nearly 35% of his foundation's portfolio invested in two AI stocks Microsoft and Schrödinger. Microsoft makes up almost 34% while Schrödinger is less than 0.6%.
• Microsoft has integrated AI throughout its products and is a leader in AI cloud services. Its GitHub Copilot developer tool uses AI and can improve productivity by 70%.
• Schrödinger uses AI/machine learning to predict molecular structures to aid drug development. It has partnerships with large and small drugmakers.
• Analysts recommend buying both Microsoft and Schrödinger stocks, with Microsoft having more upside potential in the next 12 months.
• Both stocks have high valuations. Microsoft is a good long-term buy but more clinical trial data is needed before fully recommending Schrödinger.