If Microsoft takes the lead among big tech companies then the market cap doubling in five years would be reasonable. Though its unclear they will pull that off. If timelines are fast and Microsoft stays in the lead 10T isn’t crazy. It’s also worth noting that even if the AI thesis doesn’t play out Microsoft is a 25PE blue chip with very capable management. So the downside here is pretty low as far as buying tech stocks goes. Buying call options requires getting the timing right.
If Microsoft takes the lead among big tech companies then the market cap doubling in five years would be reasonable. Though its unclear they will pull that off. If timelines are fast and Microsoft stays in the lead 10T isn’t crazy. It’s also worth noting that even if the AI thesis doesn’t play out Microsoft is a 25PE blue chip with very capable management. So the downside here is pretty low as far as buying tech stocks goes. Buying call options requires getting the timing right.