Can we count your visit with Google Analytics? No ads, no profiles. Details
MSFT
NASDAQNext earningsJan 27AnalystsStrong Buy52+19%Information Technology · Systems Software
Each weekday: the watchlist of pullbacks inside uptrends, every new ticker teardown, and the bubble shifts that move names like this one. Free. Education, not advice.
Free when you join: the $HOOD Teardown Dossier (Robinhood Markets), the full desk file we sell in the shop. One per new reader.
No spam. One email per day max, unsubscribe in one click. Pro ($49/mo) includes every dossier and report in the shop.
Structural: MSFT is the OpenAI distribution layer - exclusive cloud for GPT training/inference, $13B+ invested, Copilot wraps the models into 400M+ M365 commercial seats at $30/user/mo. Azure has run 30%+ YoY for 6 quarters with AI services contributing 12-16pp; capex tracks $80B+ FY25 vs $56B FY24 to keep up with $NVDA allocation.
Activision closed Oct-2023 - $ATVI library now in Game Pass.
It reads our $MSFT data (thesis, key levels, peers, a year of prices) and any chart screenshot you paste, then explains the setup in plain English. Free with an email login, 5 questions a day. Education only: it never tells you to buy or sell, and it can be wrong, so check the numbers.
Long-form analysis touching MSFT
High-signal only
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.