Microsoft Golden Upside Potential Opportunity (+20%?)

In my opinion and for the long run, I think Microsoft is well positioned to benefit from the AI Boom. Especially the fact that it owns significant stake of OPENAI (49%). Also many companies are using Microsoft's infrastructure (Azure) to build on their products. Hence, they will be almost forever customers if they to avoid transfer costs. Essentially, the company will be making money from charging those companies directly through the company and indirectly through it's ownership of OpenAI. Also, technically speaking and considering the potential impact of the election. I think this company is very well positioned.

What are your thoughts? I'd like to hear any agreeing or opposing perspectives?