Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 22, 2026Fund LettersEmerson BluhmMSFT Microsoft Corp. SoftwareSystem Software Bull NASDAQAI infrastructure, capacity expansion, Cloud Scale, Enterprise software, hyperscale
Jan 18, 2026Fund LettersC.T. FitzpatrickMSFT Microsoft Corporation Information TechnologySoftware Bear NASDAQAI infrastructure, capital expenditure, Cloud computing, recurring revenue, Software Ecosystems
Jan 18, 2026Fund LettersAlan PullenMSFT Microsoft Corporation Information TechnologyApplication Software Bear NASDAQAI, cloud, enterprise, Platforms, Software
Jan 18, 2026Fund LettersArvid StreimannMSFT Microsoft Corporation Information TechnologyApplication Software Bear NASDAQAI, cloud, enterprise, Platforms, Software
Jan 15, 2026Fund LettersAnkur CrawfordMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAI, CapEx, cloud, enterprise, Software
Jan 15, 2026Seeking AlphaSeeking AlphaMSFT Microsoft Corporation TechnologySoftware - Infrastructure Neutral NASDAQ Stock MarketAI products, Azure, capital expenditure, cloud services, growth rate, Intelligent Cloud, market competition, Microsoft, P/E multiple, valuation
Jan 14, 2026Fund LettersThomas KüpferMSFT Microsoft Corp. Information TechnologySystems Software Bull NASDAQAI, Azure, balance sheet, cloud, Enterprise software
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 LettersAirlie Australian Share FundADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Meta Platforms Inc Communication ServicesInteractive Media & Services Bull NASDAQAd Targeting, Artificial Intelligence, capital expenditure, cash flow generation, data centers, digital advertising, revenue per user, social media, technology infrastructure, user engagement
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—

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