Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2025Fund LettersSilas MyersMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAI, Azure, backlog, cloud, Enterprise software, generative AI
Jun 30, 2025Fund LettersNick GriffinMSFT Microsoft Corp. Information TechnologySystems Software Bull NASDAQAI, cloud, hyperscalers, productivity, Software
Jun 30, 2025Fund LettersSilas MyersMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAI, cloud, enterprise, Freecashflow, Moat, Subscription
Jun 30, 2025Fund LettersSilas MyersMSFT Microsoft Corp. Information TechnologySystems Software Bull NASDAQAI, cloud, infrastructure, productivity, Software
Jun 30, 2025Fund LettersC.T. FitzpatrickMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAdoption, Automation, CapEx, cloud, Margins, Partnerships, productivity, Stickiness
Jun 30, 2025Fund LettersAshish SinhaMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQArtificial, CapEx, cloud, Ecosystem, enterprise, infrastructure, platform, Software

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