$Microsoft(MSFT)$ My watchlist of potentially undervalued US stocks has grown quite a bit recently.
I've added a few new names to the list, including the space stocks $AST SpaceMobile, Inc.(ASTS)$ and $Rocket Lab USA, Inc.(RKLB)$ , along with two of my existing holdings, $Amazon.com(AMZN)$ and MSFT.
Space and AI infrastructure remain among the most compelling long-term themes in the market to me.
If you had to pick just ONE of these four for the next five years, which would it be?
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