Look, I know we’re all distracted by the latest shiny penny stocks and whatever flavored rug-pull is trending on X, but can we talk about the absolute disconnect between OpenAI’s valuation and MSFT’s price action?
The news just dropped that OpenAI officially closed its monster funding round at an $852 BILLION valuation. For those of you who failed remedial math, Microsoft’s restructured stake sits at roughly 27%.
That means over $230 BILLION of value is sitting on MSFT’s balance sheet like a hidden chest of gold, yet the stock is moving with the volatility of a bowl of oatmeal