As the new year kicks off, veteran trader Stephen 'Sarge' Guilfoyle is placing his bets on on one name. He joined TheStreet to discuss why Microsoft's ( MSFT ) AI push could make it the standout performer of 2025.

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Full Video Transcript Below:

CONWAY GITTENS: So tell me, what's another stock you're bullish on heading into the new year?

STEPHEN 'SARGE' GUILFOYLE: Well, I'll tell you what, it doesn't either. Consolidate is Microsoft. Microsoft is it's a name that's consistent. They do well. Almost everything they touch. Sometimes they have some regulatory hurdles, sometimes no, they're another one on the user end that I think is very close to figuring it out. They seem to they are definitely a leader in that ChatGPT kind of Copilot kind of interface, which if they can get that embedded into a lot of firms and train those firms properly in how to use it, how to take advantage of it, that could be a boon for them.

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So I think Microsoft is also a stock it's not maybe done as well as a lot of the other names over the last few months. They've done well over the years for sure. It's another name on the long and that's a name that I think could turn out very well once the ball gets rolling on the commercial side, at least for I not so much on the consumer side, I don't think that's as important right now. But if you can get the commercial customers to put it on their desks of their employees in bulk, I think that Microsoft could do very well.