Mike Lippert’s fund has returned 33% so far in 2023 by betting on AI stocks. He shares 3 companies in the industry he thinks will deliver the biggest returns over the next 5 years

• Mike Lippert’s Baron Opportunity Fund has beaten 92% of peers over the last decade.
• This year, the fund is up 33% thanks in large part to investor interest in AI.
• In the AI space, Lippert said he’s bullish on Microsoft, Nvidia, and Amazon going forward.

Around the end of 2022, Mike Lippert had a feeling the market was ripe for a shift.