Calls
1
Derrick Wood
Analyst, TD Cowen
Win Rate
100.0%
return
+7.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 30
$456.63
+7.4%
Microsoft reported a 'Goldilocks' quarter with Azure revenue growth accelerating at the fastest pace since 2022, 2026 capex guidance lowered, and Copilot paid users surging to 30 million. Free cash flow improved significantly, removing the risk of having to tap debt or equity markets. The stock has been under-owned and this print supports a sustained rally.
Hyperscalers
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Derrick Wood has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: MSFT.
