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REDDIT

Why I love NSLR Story than MSFT ?

L
Aug 14, 2026 · 00:58

I agree with most of the MSFT argument. I think $600 is a reasonable target, about 20% upside from current levels. If you want the safer “buy it and forget it” play, Microsoft is probably one of the best names to own. But if you are more aggressive and willing to accept real volatility, I like NSLR. It is basically a public-market way to get private-company exposure: its largest holdings are WHOOP (37.1%), OpenAI (14.6%), VAST Data (8.4%), TensorWave (5.0%), and Blink Health (4.2%). That is also the risk, because WHOOP alone drives more than one-third of the portfolio. At roughly $10.70, my NSLR target is $16 to $18, or about 50% to 68% upside, if the private holdings keep their value and the discount to NAV narrows. The main institutions holding it include GAMCO/Gabelli with about 5.9%, Gatepass Capital with about 2.0%, Needham Investment Management with about 1.6%, plus Putnam and Kingsview Wealth Management. Not a risk-free trade at all, but that is exactly why the upside could be much bigger than MSFT.