Why Microsoft is not this portfolio manager's stock pick Dan Niles, founder and portfolio manager of Niles Investment Management, explains why Microsoft is not his stock pick in the AI landscape. Niles Investment Management founder and portfolio manager Dan Niles shares his perspective on Microsoft MSFT https://finance.yahoo.com/quote/MSFT/ in the AI landscape. Niles Investment Management founder and portfolio manager Dan Niles shares his perspective on Microsoft MSFT https://finance.yahoo.com/quote/MSFT/ in the AI landscape.