MSFT bull thesis: price continues rising post-breakout above 500, targeting 562-566.

Microsoft is continuing to go and so is Nvidia. People are not paying attention to Microsoft in my opinion. So when this was at like when this broke out of 500, we had a call that this was going to go to 565.

I actually I'm pretty sure I put it in one of the daily digest emails.

SpaceX has done phenomenally the last few days. It's really data center move and it's moving with Microsoft frankly is the way to think about it. Both of them as data centers.

Microsoft I still think is going to 566 562-ish dollars. It's on its way to that after breaking out through 500. It's been up like every day the last week. And there's still room in these.

By the way, in terms of what has primarily carried the mega caps, Microsoft's up 38%. No one's talking about it. Microsoft hasn't been the same, Bin since earnings. I remember cuz you talked about Amy Hood and and and what she said they weren't going to go.

Microsoft still holding on to 14. Wow.

Dell, Palunteer, Crowd, Microsoft, PaloAlto Networks.

Okay. Again, Microsoft, Crowd Strike, whatever software athletes.

So now if you're buying from Nvidia, so you're a really rich company like an Openi or Anthropic or you're able to get a lot of financing or you're Microsoft or your Amazon or your Google and you could go spend tens to hundreds of billions of dollars on infrastructure.

You get the benefit of offsetting capital goods however you want.