msftb

Okay, a lot of you have been asking us the same thing in DMs lately — “When are you guys going to share your STOCKS pick?”
So… here we go. 😄
Today we’re sharing one of the positions we’ve been looking at closely:
Microsoft — $MSFTB
Now, before anyone asks, “Why are you suddenly talking about stocks when you usually track crypto and on-chain wallets?” — that’s actually the interesting part.
We’re still looking at it from the same perspective: where is smart money going, what are the big trends, and where do we see an opportunity?
The difference is that Binance now gives us another way to get exposure to stocks through bStocks.
And honestly, the concept caught our attention.
Below is the screenshot of our buying, we just mark our entry prices ... can't disclose the exact quantity and price .. ha..ha..ha😄.
You can buy tokenized stocks with USDT, hold them in a crypto environment, trade them 24/7, and eligible bStocks are backed 1:1 by the corresponding real shares.
You can also move them to self-custody on BNB Chain and potentially use them within DeFi.
Basically, it feels a little like taking the traditional stock market and putting some of the flexibility of crypto around it.
But obviously, we didn’t just jump in because it sounds cool.
We checked the details first.
The bStocks structure includes 1:1 backing by real shares, no conversion fees, automatic dividend reinvestment, and 24/7 trading. The tokenized securities are also admitted to the FSRA Official List under an FSRA-approved prospectus.
That gave us enough confidence to dig deeper.
And then we got to Microsoft.
So why MSFT?
For us, it’s not complicated.
AI. Cloud. Data centers.
Those three things basically explain the thesis.
Microsoft is already deeply involved in cloud computing through Azure, and the amount of computing power needed for AI is only getting bigger.
On September 13, 2026, tech stocks were having a strong session. XLK gained around 1.5%, while XSD jumped roughly 3.4%.
Microsoft also moved higher after reports that it plans to more than double its global data-center capacity to more than 38 gigawatts by 2032.
That number immediately got our attention.
Because AI growth isn't just about better models.
Someone has to provide the computing infrastructure behind all of it.
And Microsoft is spending heavily to be one of those companies.
Then we looked at the valuation.
According to the GuruFocus figures we reviewed, Microsoft was trading around $495.63, while its GF Value was estimated at $584.19, suggesting roughly 15.2% undervaluation.
Its current P/E was around 27.6x, compared with a 5-year median of about 33.44x.
And the GF Score was 99/100.
Of course, no valuation model is perfect. We don't treat these numbers as a guarantee that the stock is going higher.
But when you have a company with Microsoft's scale, profitability, Azure exposure, AI positioning and massive infrastructure investment — and the valuation isn't looking stretched compared with its own history — it becomes pretty interesting.
That’s basically our reasoning.
We're not buying Microsoft because it's a famous company.
We're buying the idea that AI adoption is going to require an enormous amount of cloud infrastructure, and Microsoft is already sitting in one of the best positions to benefit from that trend.
And now we can get that exposure through a tokenized stock while staying within the crypto ecosystem.
That's what makes this experiment interesting for us.
We’ll keep tracking the position the same way we track our on-chain investments — watching the fundamentals, the narrative, the flows and, most importantly, whether the original thesis continues to make sense.
So there you have it — our STOCK pick is #MSFTB .
Let's see how this one plays out. 👀
Sharing our personal investment thesis, not financial advice. Always DYOR before investing.