Microsoft Is ‘Worst-Performing’ Hyperscaler Stock Since ChatGPT Launch, Chamath Palihapitiya Says

Microsoft Is ‘Worst-Performing’ Hyperscaler Stock Since ChatGPT Launch, Chamath Palihapitiya Says

By Kaustubh Bagalkote
Publication Date: 2026-02-14 04:31:00

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 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

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