Entry541.03→Now531.87
Reopened MSFT puts at 539 Open original source
MSFT Microsoft Corporation Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
Entry524.67→Now531.87
Microsoft, Amazon well positioned into 2027 Open original source
Entry526.76→Now531.87
Holds more MSFT than GOOG Open original source
Entry526.83→Now531.87
True Value holds Google and Microsoft. Open original source
Entry526.83→Now531.87
Azure monetizes enterprise AI use cases Open original source
Entry526.83→Now531.87
Author loaded up on MSFT Friday Open original source
Entry526.83→Now531.87
Blanket AI buy call includes MSFT Open original source
Entry531.0→Now531.87
Low-leverage mega-cap tech still drives market. Open original source
Entry531.3→Now531.87
AI platform profit pools remain attractive. Open original source
Entry531.41→Now531.87
Long MSFT via Azure AI distribution Open original source
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
21:48
Oct 20
Oct 20
Bloomberg Markets
Microsoft pricing power drives multi-year growth
Microsoft has some of the most underappreciated pricing power in the market, with Office under $100 a month bundling productivity, cybersecurity and Copilot versus competitors charging hundreds. Copilot agents and Microsoft's first-party AI models, which CIOs rank near leading labs, support monetization, while Office and Azure are expected to accelerate over a multi-year period; he sees north of 20-30% revenue and earnings growth next year and has a buy rating/big price target.
MSFT
Microsoft Corporation
Long
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17:46
Oct 20
Oct 20
Bloomberg Markets
Hyperscalers benefit from AI compute demand.
He expects Amazon, Microsoft and Google to show acceleration in cloud revenue as AI compute demand stays high. Unlike neoclouds, they are not locked into fixed contracts and benefit from rising spot GPU pricing, making their trends healthier than Meta's.
MSFT
Microsoft Corporation
Long
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About MSFT Investor Commentary
Across the available history and selected sources, Buzzberg tracks MSFT (Microsoft Corporation) across 219 sources: 1170 bullish vs 135 bearish calls from 908 authors. Historical directional balance: 26% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 4028 total trade ideas tracked. Past 7 days, before deduplication: 25 bullish, 2 bearish, 158 other directions. Latest voices: TheValueist, Tyler Radke, Mandeep Singh.