Mike Lippert's Baron Opportunity Fund has beaten 92% of peers over the last decade. In the AI space, Lippert said he's bullish on Microsoft, Nvidia, and Amazon going forward. So he leaned into positions where he saw the most opportunity over the long term, especially Microsoft and Nvidia. But success is nothing new for Lippert and the Baron Opportunity Fund. AI stocks Lippert is betting onDespite their big returns so far this year, Lippert continues to like Microsoft (MSFT) and Nvidia (NVDA) over the next three-to-five-year period.

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