Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2025Fund LettersAGT PartnersMSFT Microsoft Corporation Information TechnologySoftware Bull NASDAQArtificial Intelligence, Azure, Cloud computing, data centers, Digital transformation, Enterprise software, SaaS
Sep 30, 2025Fund LettersACATIS InvestmentMSFT Microsoft Corporation Information TechnologySoftware Bull NASDAQAI, Azure, Bull, Cloud computing, Digital transformation, Enterprise software, SaaS
Sep 30, 2025Fund LettersAirlie Australian Share FundMSFT Microsoft Corporation Information TechnologySoftware Bull NASDAQAI technology, Azure, Cloud computing, enterprise, growth, Software
Sep 30, 2025Fund LettersMountain Vista Wealth ManagementMSFT Microsoft Corporation Information TechnologySoftware Bull NASDAQAI, Azure, Cloud computing, enterprise, Software, technology
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 LettersMott Capital ManagementMSFT Microsoft Corporation Information TechnologySystems Software Neutral NASDAQAI, capital expenditure, Cloud computing, Commoditization, data centers, Software, technology, valuation
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
Jul 28, 2025Fund LettersDavid A. RolfeMSFT Microsoft Corp. Information TechnologySystems Software Bull NASDAQAI, Cash_Flow, cloud, Moats, productivity, Software, Subscription
Jul 23, 2025Fund LettersMaya BittarMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAI, cloud, enterprise, scale, Software
Jul 22, 2025Fund LettersScott O'GormanMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAzure, Beat And Raise, cloud, growth, productivity
Jul 22, 2025Fund LettersRahul NarangMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAI, cloud, growth, productivity, Software
Jul 22, 2025Fund LettersHoward GleicherMSFT US Microsoft Corporation Information TechnologySystem Software Bull NASDAQAI, cloud, enterprise, Margins, Software, Subscriptions
Jul 22, 2025Fund LettersAnkur CrawfordMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAI, cloud, productivity, Software, Subscriptions
Jul 21, 2025Seeking AlphaOliver RodziankoMSFT Microsoft Corporation Information TechnologySoftware - Infrastructure Neutral NASDAQ—
Jul 21, 2025Seeking AlphaMichael Del MonteMSFT Microsoft Corporation Information TechnologySoftware - Infrastructure Bull NASDAQ—
Jul 20, 2025Fund LettersBrian CampbellMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAI, cloud, enterprise, platform, productivity
Jul 15, 2025Seeking AlphaMar Vista Investment PartnersMSFT Microsoft Corporation Information TechnologySoftware - Infrastructure Bull NASDAQ—
Jul 13, 2025Seeking AlphaAzlaan MansuriMSFT Microsoft Corporation Information TechnologySoftware - Infrastructure Bull NASDAQ—

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