MSFT - Microsoft Corporation

Microsoft is mentioned as one of the stocks index funds will sell to make room for SpaceX and other IPOs. Also spending heavily on AI ($200B) with uncertain returns.

Chasing topological qubit with Majorana chip. If successful, would be naturally protected from errors at physics level. However, underlying physics still unproven at scale and full demonstration not yet achieved. Throwing lots of money at the direction.

Microsoft is listed in the gold tier of infrastructure names and is dominant across all five AI layers. It has a $633 billion revenue backlog and a major investment in OpenAI. Microsoft Azure is accelerating growth rates.

Used as a historical case study showing Microsoft took 17 years to recover its all-time high after the 2000 dot-com crash. No direct current recommendation, but implied caution about overvalued tech stocks.

Listed among 18 stocks near intrinsic value with potential for 9%+ returns over 10 years. No detailed analysis provided.

Host bought more Microsoft today as part of buying quality names when they're out of favor.

Microsoft is cited as one of the Magnificent 7 AI proxy stocks that capital will rotate out of as investors can now buy the real AI companies (Anthropic) directly rather than through proxies.

Bill Ackman opened a new 15% position in Microsoft. Host's analysis shows midpoint intrinsic value of $640 vs current $460 (13% upside), but he personally wants 15%+ returns before buying. He notes it was as low as $356 recently.

Azure is accelerating but not growing as fast as Google Cloud. Host suggests Microsoft could follow Google's lead in raising capital through debt to accelerate AI infrastructure buying.

Caught in software rotation but starting to recover. Too valuable to go anywhere. Partnering with Nvidia and ARM for the next era of personal computing. AI is also software, which benefits Microsoft.