Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 13, 2026Fund LettersSilas MyersMSFT Microsoft Corp. Systems SoftwareSystems Software Bull NASDAQAI, Azure, CapEx, cloud, Copilot, enterprise
Jan 13, 2026Fund LettersSilas MyersMSFT Microsoft Corp. Information TechnologySystems Software Bull NASDAQAI, Azure, CapEx, Copilot, enterprise
Dec 31, 2025SubstackMonopolistic InvestorMSFT Microsoft Corporation TechnologySoftware Neutral NASDAQ Stock MarketAI infrastructure, CapEx, data centers, FTC investigation, Microsoft, Nvidia GPUs, regulatory challenges, Software dominance, Teams bundling, Xbox sales
Oct 30, 2025Seeking AlphaSeeking AlphaMSFT Microsoft Corporation -Software - Infrastructure Bull -AI, Azure, Cloud computing, financial performance, long-term investment, Microsoft, operating margin, predictable revenue, SaaS, subscription model
Oct 28, 2025Fund LettersRaffaele SaviMSFT Microsoft Corp Information TechnologySystem Software Bull -Artificial Intelligence, Cloud computing, growth, Momentum, semiconductors, Software, technology, valuation
Oct 21, 2025Fund LettersAlan R.ChristensenMSFT Microsoft Corporation Information TechnologySystem Software Bull NASDAQAI, buybacks, cloud, enterprise, growth, Margins, Software
Oct 20, 2025Fund LettersChristopher SmithMSFT Microsoft Corp. Information TechnologySystem Software Bull NASDAQAI, cloud, Digital transformation, Enterprise transformation, recurring revenue, ROIC
Oct 20, 2025Fund LettersChristopher SmithMSFT Microsoft Corp. Information TechnologySystem Software Bull NASDAQAI, cloud, Digital transformation, Enterprise transformation, recurring revenue, ROIC
Oct 16, 2025Fund LettersChuck LiebermanMSFT Microsoft Corporation Information TechnologyApplication Software Bull NASDAQAI, cloud, Copilot, Enterprise software, FCF, growth, productivity, recurring revenue
Oct 16, 2025Fund LettersChuck LiebermanMSFT Microsoft Corporation Information TechnologyApplication Software Bull NASDAQAI, cloud, Copilot, Enterprise software, FCF, growth, productivity, recurring revenue
Oct 15, 2025Fund LettersJulie BielMSFT Microsoft Corp. Information TechnologySoftware Bull NASDAQ—
Oct 15, 2025Fund LettersJulie BielMSFT Microsoft Corp. Information TechnologySoftware Bull NASDAQ—
Oct 14, 2025Fund LettersDavid A. RolfeMSFT US Microsoft Corp Information TechnologySystems Software Bull NASDAQAI, CapEx, cashflow, cloud, data centers, growth, Software
Oct 9, 2025Fund LettersAndrew DavidsonMSFT US Microsoft Corp. Information TechnologySystems Software Bull NASDAQAI, Bonds, cloud, Concentration, Credit, growth, Software, valuation
Oct 6, 2025Seeking AlphaSeeking AlphaMSFT Microsoft Corporation -Software - Infrastructure Bull -AI infrastructure, AI innovation, Azure, bullish outlook, Cloud computing, financial performance, Microsoft, OpenAI partnership, stock support levels, technology sector
Oct 5, 2025Fund LettersRobert J. MarkMSFT Microsoft Corp. Information TechnologySystem Software Bear NASDAQAI, cloud, Software, Speculation, valuation
Sep 29, 2025Seeking AlphaSeeking AlphaMSFT Microsoft Corporation -Software - Infrastructure Bear -AI, Amazon, Azure, ChatGPT, Cloud computing, Google, Macroeconomic Conditions, Microsoft, Overvaluation, technological competition
Aug 8, 2025Fund LettersMichael J. KramerMSFT Microsoft Corporation Information TechnologySystems Software Bear NASDAQAI, CapEx, cloud, Competition, valuation
Aug 7, 2025Fund LettersClayton FreemanMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAI, cloud, enterprise, scale, Software
Aug 7, 2025Fund LettersKevin ArensonMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAI, CapEx, cloud, hyperscalers, Margins

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