Microsoft Is 'Worst-Performing' Hyperscaler Stock Since ChatGPT Launch, Chamath Palihapitiya Says
- - Microsoft Is 'Worst-Performing' Hyperscaler Stock Since ChatGPT Launch, Chamath Palihapitiya Says
Kaustubh BagalkoteFebruary 14, 2026 at 7:31 AM
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Prominent investor Chamath Palihapitiya, known as the “SPAC King,” took to X (formerly Twitter) on Thursday to highlight Microsoft Corp.’s (NASDAQ:MSFT) underperformance relative to other major technology companies since the launch of ChatGPT.
Microsoft Trails Tech Peers Since ChatGPT Debut
“Microsoft has been the worst-performing stock of the hyperscalers since the November 30, 2022, launch of ChatGPT and has significantly underperformed the Nasdaq during that period,” Palihapitiya wrote.
He added, “Looking at this chart, you’d have thought that Meta and not Microsoft was the one that owned 25% of OpenAI and ran the cloud for them.”
"Microsoft has been the worst-performing stock of the hyperscalers since the November 30, 2022 launch of ChatGPT and has significantly underperformed the Nasdaq during that period"Looking at this chart, you'd have thought that Meta and not Microsoft was the one that owned 25%… pic.twitter.com/USvcStadlZ
— Chamath Palihapitiya (@chamath) February 12, 2026
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Stock Performance Since ChatGPT Launch
Company
Price Dec. 2, 2022
Latest Price
% Change
Microsoft Corp.
$404.37
$404.37
+58.564%
Meta Platforms Inc. (NASDAQ:META)
$123.49
$668.69
+441.493%
Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG)
$311.24
$311.24
+208.678%
Amazon.com Inc. (NASDAQ:AMZN)
$94.13
$204.20
+116.934%
Apple Inc. (NASDAQ:AAPL)
$147.81
$275.50
+86.3879%
Invesco QQQ Trust, Series 1 (NASDAQ:QQQ)
$292.55
$613.11
+109.574%
See Also: If there was a new fund backed by Jeff Bezos offering a 7-9% target yield with monthly dividends would you invest in it?
Microsoft’s AI Strategy Under Scrutiny
Doug O’Laughlin, president of SemiAnalysis, recently stated that Microsoft is “getting owned” in the AI race despite its OpenAI partnership. He criticized the company’s execution, calling delays in integrating new AI models a “skill issue.”
Microsoft holds a 27% stake in OpenAI and has invested approximately $14 billion in the company since 2019.
However, OpenAI has been diversifying its partnerships, signing cloud contracts with Oracle Corp. (NYSE:ORCL) and Alphabet’s Google while pursuing its own $300 billion data center project.
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