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If my phone wasn't broken right now I'd be creating a Robinhood (or whatever) account so I can long Microsoft. Ideally I'd buy shares, but calls (options to buy) are fine.
Why? Because after the disaster at OpenAI, Satya Nadella just hired Sam Altman to work for Microsoft directly.
I agree that I think MS is undervalued now. The current gain in the stock is roughly equivalent to MS simply absorbing OA LLC's valuation for free, but that's an extremely myopic way to incorporate OA: most of the expected value of the OA LLC was past the cap, in the long tail of high payoffs, so "OA 2" should be worth much more to MS than 'OA 1'.
4RHollerith
Can you explain why you think that "Microsoft has gained approximately $100B in market capitalization?" I see a big dip in stock price late Thursday, followed by a recovery to exactly the start price 2 hours later.