Brad Smith

President, Microsoft Corporation
@BradSmi · tracked since Feb 2026
Calls 1 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
MSFT long +7.2%
Worst Calls
No live losers yet
Most Mentioned
MSFT ×2
Recent Calls
MSFT long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d 100%
Average Return +7.2% Long Return +7.2% Short Return -
Average Return
7d +0.8%
30d -3.9%
90d +5.7%
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MSFT Microsof... Microsoft Corporation
Long
Feb 19
$398.46
+7.2%
Microsoft is on pace to spend $50 billion by 2030 on infrastructure in the Global South alone. Copilot usage is "gaining ground" and getting better weekly. The sheer scale of capex creates a moat that smaller competitors cannot cross. Microsoft is diversifying its model dependencies (OpenAI, Mistral, internal models) while owning the distribution layer (Copilot/M365), insulating it from single-model risks. LONG MSFT as the dominant infrastructure and application layer player in enterprise AI. ROI on the massive $50B+ capex spend takes longer than expected to materialize.
Microsoft is on pace to spend $50 billion by 2030 on infrastructure in the Global South alone. Copilot usage is "gaining ground" and getting better weekly. The sheer scale of capex creates a moat that smaller competitors cannot cross. Microsoft is diversifying its model dependencies (OpenAI, Mistral, internal models) while owning the distribution layer (Copilot/M365), insulating it from single-model risks. LONG MSFT as the dominant infrastructure and application layer player in enterprise AI. ROI on the massive $50B+ capex spend takes longer than expected to materialize.
AI/Semi
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