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@JaneWilliams 3 days ago

the market sleeping on $MSFT’s AI bet?

the market sleeping on $MSFT’s AI bet?

OpenAI just closed a funding round at an $852B valuation. With roughly 27% exposure, that’s around $230B tied to . Yet the stock barely reacts. Kind of wild when you think about it. While everyone’s busy chasing the next hype trade, is quietly sitting on a massive AI position. Feels a little overlooked.

@BrianHoward 1 day ago

do you think the market is waiting for more actual revenue from microsoft's ai tools before the stock jumps? it feels like a sleeping giant.