$MSFT
Microsoft
62 articles
We've curated 62 independent analyst write-ups on $MSFT from newsletters and Substacks — sorted by date.
Microsoft: Control Your Destiny
Microsoft ($MSFT) • By TSOH Investment Research • 2026-08-03
Microsoft Says Build. Meta Says Build Faster.
Microsoft ($MSFT) • By The Disruptive Investor • 2026-07-30
Why I’m Still Holding NBIS as 40% of My Portfolio at 18% Below Its High
Microsoft ($MSFT) • By Burak Finance • 2026-06-08
⚡ Microsoft's pincer move on the AI duopoly
Microsoft ($MSFT) • By Global Tech Research • 2026-06-01
Microsoft FY 3Q'26: Multi-Model Mirage, Copilot Momentum
Microsoft ($MSFT) • By MBI Deep Dives • 2026-05-03
Microsoft: The Best Company In The World Is Too Cheap
Microsoft ($MSFT) • By Crack The Market • 2026-04-19
Microsoft and the Agentic Race
Microsoft ($MSFT) • By Patient Capital Fund Newsletter • 2026-03-04
Microsoft vs. The Market: Why Investors Punished a Double Beat
Microsoft ($MSFT) • By Quality Stocks • 2026-02-05
Microsoft: A Heavy Lift
Microsoft ($MSFT) • By TSOH Investment Research • 2026-02-05
Microsoft in the "Dance Floor"
Microsoft ($MSFT) • By MBI Deep Dives • 2026-01-30
Microsoft's AI Strategy Deconstructed - From Energy to Tokens
Microsoft ($MSFT) • By SemiAnalysis • 2025-11-12
Notes and thoughts on Meta and Microsoft discussion at GS Communicopia
Microsoft ($MSFT) • By MBI Deep Dives • 2025-09-12
Dollar General 2Q'25, Microsoft's Cybersecurity business
Microsoft ($MSFT) • By MBI Deep Dives • 2025-08-29
Microsoft FY2025 Update
Microsoft ($MSFT) • By MBI Deep Dives • 2025-08-02
Stock of the Week: Microsoft – Can the Rally Continue After a 35% Jump?
Microsoft ($MSFT) • By Quality Stocks • 2025-07-03
3 Things we bet you didn't know about Microsoft
Microsoft ($MSFT) • By The Dutch Investors • 2025-05-21
Microsoft: An Enviable Position
Microsoft ($MSFT) • By TSOH Investment Research • 2025-05-12
Microsoft's Datacenter Freeze - 1.5GW Self-Build Slowdown & Lease Cancellation Misconceptions
Microsoft ($MSFT) • By SemiAnalysis • 2025-04-28









