$MSFT introduced a new quantum chip aimed at building a useful quantum machine by 2029. You own the stock for Azure and improving Copilot monetization but quantum remains a free call option attached to the story.

$MSFT is easily the most lucrative investment opportunity out of the Mag 7. It's only a matter of time before it starts to go up again.

Quantum's been five years away for fifteen years; the only thing that's improved is the marketing for "five years away."

Exactly. The $MSFT thesis doesn’t need quantum to work, which is what makes this interesting. Azure, AI/Copilot monetisation and enterprise distribution are the base business. Quantum is the upside layer that could matter a lot later without carrying the thesis today.

Quantum will be the next bull market BUT I guess it will start in 5 yrs.

@Micro2Macr0 Jaa super Vorstellung Unh gleich 4% runter der dreck, Fühlt sich gerade wie das neue PayPal they also shocking the world🤡😂

@Micro2Macr0 Ja gut gemacht 👍

Microsoft built a computer that can see infinite timelines and somehow Bing wins in none of them.

Shay with another banger 🔥 You buy $MSFT for the cash-flowing present: • Azure dominating AI infrastructure • Copilot finally turning into real revenue The new Majorana 2 quantum chip is the ultimate free call option: • Built with AI-designed materials (Microsoft Discovery) • 1,000x more reliable qubits • Useful quantum machine now targeted for 2029 If it hits → asymmetric moonshot If it slips → you still own one of the highest-quality compounders in tech This is how you construct asymmetric bets without stress. Who else is stacking $MSFT and treating quantum as pure upside gravy? 👇

All quantum computers aren’t currently performing useful calculations. This is misinformation.

@Micro2Macr0 ...👀 ..."to design a new quantum virus to kill the whole world!?"

Only the beginning

This is why I like looking at $MSFT in layers. Azure and enterprise software are the core business. AI is the current growth engine. Quantum is not the thesis today, but it could become a very valuable option if the technology matures.

Good take mate, quantum’s a nice lottery ticket but the real money is in Azure printing cash right now

Quantum stocks rallied last week, however $MSFT is flat AH

A couple years behind $GOOG but shows there’s still growing interest from big tech to try to catch up.

Is there any practical application for quantum chips yet?

Quantum is a long-term bet Azure and Copilot drive today’s value, quantum is just future upside.

Stop pricing in 2029 when we have to trade 2026. Trading quantum hardware promises three years out is just gambling on R&D headlines. Swapping aluminum for lead to achieve a 20-second qubit lifetime makes for a great press release. But the Majorana 2 chip does not pay for the massive Azure infrastructure being built today. Calling it a "free call option" is an excuse to ignore the currently stretched valuation. Ignore the futuristic hype and stick to the mechanics. Sell the premium while the crowd gets distracted by a 2029 pipe dream.

The buried detail more interesting than the 2029 timeline: AI-designed materials helped unlock the chip. That's the application layer quietly compounding — AI not as the product, but as the tool that accelerates the thing underneath it. "Free call option on quantum" is the stock framing; "AI is already shortening the research loop" is the part that actually changes timelines. The compounding's happening a layer down from the headline.

wonder if they'll actually ship useful qubits before the hype cycle resets. or is this just another azure discount for retail to ignore?

Microsoft's Majorana 2 topological qubit breakthrough looks legit, 20-second coherence times and AI-designed materials stack is huge. Full breakdown here: Still betting quantum won't break BTC by 2026? 🚀

So same as Google except no one uses copilot and GCP growing faster than Azure?

And ppl are selling msft??????!!!!

Interesting point on MSFT's quantum efforts! Recent institutional filings show 568 firms hold positions, with their average purchase price at $464.89. That means the current price is trading at a 0.9% discount to their average entry.

@Micro2Macr0 ...👀 ..."just reading the blade!?"

$INFQ

The market does not seem to appreciate that though 🤷🏽‍♂️

Msft introduces quantum chip and $IBM goes up

Wow