Microsoft (MSFT) "continues to be integral" to AI infrastructure, says Ron Westfall. He believes the Mag 7 company is poised to capture high-margin revenue through its Azure cloud so long as it maintains industry leadership. One risk Ron sees for Microsoft: executing its massive backlog. Evan Feagans isn't entirely convinced of the bull case due to competing hyperscalers like Alphabet (GOOGL), Amazon (AMZN), and Meta Platforms (META) gaining traction. He where Microsoft stands in the greater software sector.