MSFT Microsoft Corporation

MSFT Microsoft Corporation

Technology · Software - Infrastructure

Desk view

Watchingmedium conviction · entry no turn signature yet — interest begins at the 200-day reclaim (~$442) after a base; until then this is a falling mega-cap, not a setup — not entered
Basis Open desk call ·Logged decision ·Entry target
Perspectives AI Capex Digestion
Updated

Market read

Scan convergence 2 scans as of 2026-10-16 2 neutral converging

POC $404.59 · VWAP $437.23 · +20.0% vs 12m avg buyer

uptrend vol: normalgaps: overnight-shiftchurn: quiet as of

Insiders selling 0 buy / 2 sell · Form 4, 90d $64.2M sold last open-market sell Hood Amy

Cluster CEO, CFO sold $64.2M, Sep 2–15

Coverage

12 related campaigns

Watchlists @ai-scan@bargain-bin@focus@insider-universe@mag7@nvidia-open-agent-ecosystem@tech@tech-insider-buys@thebuildout-ai-data-center-operators-neoclouds@thebuildout-custom-ai-silicon-hyperscaler-asics +2

MSFT Price Structure

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Peers

Every watchlist MSFT belongs to, members best 30-day change first — MSFT highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@tech
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MSFT+4.8% +0.7%1d -0.9%7d AAPL+3.2% -0.1%1d +1.2%7d CNXN+0.1% +0.2%1d -0.7%7d AMZN-0.5% -0.9%1d -0.8%7d GOOGL-5.2% -1.2%1d -6.0%7d XLK-6.2% +0.5%1d -0.1%7d META-13.6% -1.0%1d -9.4%7d
@thebuildout-nuclear-energy-data-centers
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TLN+9.2% -1.1%1d -7.6%7d PEG+7.0% -1.0%1d +0.7%7d NEE+6.6% +0.2%1d +2.9%7d D+6.6% -0.3%1d +2.6%7d MSFT+4.8% +0.7%1d -0.9%7d BN+2.4% -0.8%1d +3.7%7d VST+1.6% -0.5%1d -7.8%7d AMZN-0.5% -0.9%1d -0.8%7d CEG-4.0% -0.7%1d -6.6%7d GOOG-5.3% -1.1%1d -5.8%7d EQIX-8.0% +0.3%1d -3.1%7d BWXT-10.3% -0.1%1d -7.2%7d CCJ-13.4% -0.4%1d -3.6%7d META-13.6% -1.0%1d -9.4%7d GEV-14.4% -1.5%1d -11.5%7d
@thebuildout-ai-data-center-operators-neoclouds
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MSFT+4.8% +0.7%1d -0.9%7d AMZN-0.5% -0.9%1d -0.8%7d TSLA-2.1% -0.6%1d +4.9%7d IRM-4.5% -0.6%1d -2.3%7d DLR-5.0% +0.8%1d -2.0%7d GOOG-5.3% -1.1%1d -5.8%7d EQIX-8.0% +0.3%1d -3.1%7d BABA-10.1% -2.1%1d -8.7%7d ORCL-12.7% +0.5%1d -1.6%7d META-13.6% -1.0%1d -9.4%7d BIDU-14.0% -1.0%1d -3.7%7d SKM-14.6% -0.7%1d -4.2%7d NBIS-29.9% -0.3%1d -4.1%7d DOCN-34.0% +1.3%1d -5.5%7d CRWV-37.6% -2.5%1d -11.7%7d HUT-40.2% -4.3%1d -9.6%7d CBRS-46.0% +1.7%1d -12.9%7d IREN-47.1% -2.4%1d -7.7%7d
@thebuildout-custom-ai-silicon-hyperscaler-asics
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MSFT+4.8% +0.7%1d -0.9%7d SNPS+4.1% +1.8%1d -5.4%7d CDNSE+2.4% +2.2%1d -0.9%7d AMZN-0.5% -0.9%1d -0.8%7d GOOG-5.3% -1.1%1d -5.8%7d TSM-6.3% +1.5%1d +1.4%7d AVGO-9.4% -0.5%1d -2.1%7d ASML-9.9% +0.7%1d -4.3%7d QCOM-10.8% +1.8%1d +2.2%7d ASX-11.9% +2.5%1d -2.1%7d MRVL-12.4% +2.3%1d +0.3%7d META-13.6% -1.0%1d -9.4%7d RMBSE-17.2% -0.1%1d -1.8%7d MU-18.1% +2.5%1d -0.1%7d AMAT-20.5% +0.4%1d -7.8%7d FORM-24.9% +3.7%1d -6.2%7d LRCX-25.1% 0.0%1d -12.8%7d AMKRE-26.3% +0.6%1d -6.0%7d SKHY-27.6% +4.0%1d +0.4%7d INTC-29.1% +1.7%1d -3.2%7d ARM-36.8% +0.1%1d -7.7%7d CBRS-46.0% +1.7%1d -12.9%7d
@war-sensitivity
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ATZ.TO+30.0% +3.1%1d +4.1%7d BWET+21.3% +0.1%1d -0.3%7d CCL+19.8% -3.6%1d +0.8%7d USO+13.9% +4.3%1d +4.8%7d W+13.1% -0.9%1d +4.9%7d RH+10.3% -1.9%1d +21.6%7d SEA+6.2% +1.9%1d +1.3%7d AS+5.0% -2.5%1d -5.9%7d GAP+4.9% -2.6%1d -3.5%7d MSFT+4.8% +0.7%1d -0.9%7d NKE+3.5% -2.7%1d +0.5%7d ITB+2.0% -0.7%1d +4.8%7d BOAT+1.0% +1.0%1d -0.7%7d AMZN-0.5% -0.9%1d -0.8%7d INDA-3.3% -1.9%1d -2.5%7d UAE-5.4% -1.1%1d -2.4%7d DAL-6.1% -3.1%1d +1.9%7d JETS-7.6% -2.5%1d +1.0%7d AAL-9.3% -3.9%1d +1.9%7d COPX-16.0% -0.1%1d -8.6%7d SMCI-20.5% -2.3%1d +4.1%7d BDRY-21.0% +1.3%1d +0.5%7d HOOD-22.5% -1.6%1d -3.8%7d BE-29.8% -11.2%1d -12.7%7d
@nvidia-open-agent-ecosystem
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ACN+35.9% -3.6%1d +8.6%7d NTSK+30.8% +9.4%1d +27.8%7d MNDY+23.2% -0.3%1d +17.9%7d ZS+19.0% +7.3%1d +23.0%7d SAP+13.1% -1.0%1d +6.2%7d NOW+12.9% +1.3%1d +12.0%7d CHKP+12.7% +4.6%1d +15.3%7d FROG+9.0% +7.2%1d +19.4%7d IBM+8.9% +0.6%1d +9.2%7d NEE+6.6% +0.2%1d +2.9%7d MSFT+4.8% +0.7%1d -0.9%7d CRM+4.6% -0.7%1d +3.3%7d HPQ+4.6% -0.4%1d +12.1%7d SNPS+4.1% +1.8%1d -5.4%7d OKTA+3.7% +5.8%1d +13.8%7d PLTR+2.6% +0.3%1d +5.8%7d CDNSE+2.4% +2.2%1d -0.9%7d SAIL+1.8% +8.6%1d +16.2%7d FTNT+0.7% +4.0%1d +6.4%7d CSCO+0.1% +1.5%1d -0.8%7d FFIV-0.1% +1.2%1d +3.0%7d S-0.4% +6.7%1d +11.2%7d SPCX-0.6% +1.9%1d +1.0%7d JPM-1.8% -1.5%1d -2.4%7d CRWD-1.9% +8.3%1d +13.3%7d PANW-3.2% +7.2%1d +11.3%7d NVDA-6.5% -0.6%1d -1.5%7d NET-7.5% +7.3%1d +9.9%7d C-8.6% -1.5%1d -2.9%7d HPE-9.1% +2.2%1d +2.8%7d ORCL-12.7% +0.5%1d -1.6%7d PWR-13.9% -1.1%1d -13.5%7d DELL-17.0% +0.8%1d +1.1%7d SMCI-20.5% -2.3%1d +4.1%7d AKAM-21.0% +2.6%1d +6.5%7d NBIS-29.9% -0.3%1d -4.1%7d DOCN-34.0% +1.3%1d -5.5%7d ARM-36.8% +0.1%1d -7.7%7d CRWV-37.6% -2.5%1d -11.7%7d BTDR-43.5% -4.4%1d -9.8%7d IREN-47.1% -2.4%1d -7.7%7d
@mag7
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MSFT+4.8% +0.7%1d -0.9%7d AAPL+3.2% -0.1%1d +1.2%7d AMZN-0.5% -0.9%1d -0.8%7d TSLA-2.1% -0.6%1d +4.9%7d MAGS-2.8% -0.5%1d -1.7%7d GOOGL-5.2% -1.2%1d -6.0%7d NVDA-6.5% -0.6%1d -1.5%7d META-13.6% -1.0%1d -9.4%7d
@focus
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SHOP+18.5% -0.1%1d -0.5%7d ILMN+5.5% 0.0%1d +2.6%7d MSFT+4.8% +0.7%1d -0.9%7d AAPL+3.2% -0.1%1d +1.2%7d AMZN-0.5% -0.9%1d -0.8%7d HQ-0.9% +3.2%1d +18.0%7d TSLA-2.1% -0.6%1d +4.9%7d GOOGL-5.2% -1.2%1d -6.0%7d NVDA-6.5% -0.6%1d -1.5%7d NTR-7.2% +0.9%1d -2.1%7d NET-7.5% +7.3%1d +9.9%7d ARGX-7.6% -0.2%1d +6.7%7d NFLX-7.7% -1.8%1d -6.6%7d MU-18.1% +2.5%1d -0.1%7d PL-18.1% +2.5%1d -1.1%7d OUST-24.6% +6.1%1d +4.4%7d IONQ-26.5% +0.3%1d 0.0%7d ARQQ-27.2% +3.8%1d +17.1%7d RGTI-28.0% +0.3%1d -2.4%7d QUBT-28.1% -0.5%1d +3.1%7d QBTS-30.6% +0.3%1d -1.0%7d SNDK-31.9% -1.8%1d -4.7%7d LAES-32.6% 0.0%1d -13.4%7d INFQ-36.7% -0.6%1d +2.3%7d ARM-36.8% +0.1%1d -7.7%7d XNDU-50.5% -2.6%1d -13.2%7d
@tech-insider-buys
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ASAN+26.9% +4.5%1d +21.9%7d HUBS+19.8% +1.4%1d +17.3%7d INTU+19.7% -3.2%1d +5.6%7d VEEV+19.3% +0.1%1d +4.1%7d ZS+19.0% +7.3%1d +23.0%7d TEAM+16.7% +2.0%1d +9.5%7d NOW+12.9% +1.3%1d +12.0%7d ESTC+12.2% +4.3%1d +11.7%7d ADBE+9.6% -2.5%1d +7.6%7d WDAY+9.2% 0.0%1d +10.1%7d DDOG+7.2% +4.6%1d +9.1%7d MSFT+4.8% +0.7%1d -0.9%7d CRM+4.6% -0.7%1d +3.3%7d OKTA+3.7% +5.8%1d +13.8%7d AAPL+3.2% -0.1%1d +1.2%7d PLTR+2.6% +0.3%1d +5.8%7d FTNT+0.7% +4.0%1d +6.4%7d AMZN-0.5% -0.9%1d -0.8%7d CRWD-1.9% +8.3%1d +13.3%7d TSLA-2.1% -0.6%1d +4.9%7d SNOW-2.8% +3.6%1d +6.1%7d PANW-3.2% +7.2%1d +11.3%7d CEG-4.0% -0.7%1d -6.6%7d GOOGL-5.2% -1.2%1d -6.0%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d NET-7.5% +7.3%1d +9.9%7d AVGO-9.4% -0.5%1d -2.1%7d ASML-9.9% +0.7%1d -4.3%7d QCOM-10.8% +1.8%1d +2.2%7d CRSP-11.4% -1.2%1d +0.3%7d MRVL-12.4% +2.3%1d +0.3%7d MDB-13.4% +2.4%1d +9.9%7d META-13.6% -1.0%1d -9.4%7d ANET-15.3% +0.8%1d -2.6%7d AMD-15.9% +1.7%1d -2.3%7d SMCI-20.5% -2.3%1d +4.1%7d CRDO-24.0% -9.5%1d -13.2%7d IONQ-26.5% +0.3%1d 0.0%7d INTC-29.1% +1.7%1d -3.2%7d BE-29.8% -11.2%1d -12.7%7d ARM-36.8% +0.1%1d -7.7%7d
@bargain-bin
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INTU+19.7% -3.2%1d +5.6%7d ZS+19.0% +7.3%1d +23.0%7d ISRG+13.6% +1.9%1d +6.0%7d SAP+13.1% -1.0%1d +6.2%7d NOW+12.9% +1.3%1d +12.0%7d CME+12.9% -0.1%1d +4.0%7d COST+10.9% -1.5%1d +1.4%7d SPGI+10.8% -0.6%1d +4.8%7d ADBE+9.6% -2.5%1d +7.6%7d WDAY+9.2% 0.0%1d +10.1%7d DIS+8.8% -0.5%1d +1.8%7d WMT+8.5% -1.0%1d +0.9%7d HD+7.8% -2.4%1d +3.3%7d DPZ+5.8% -1.3%1d +1.6%7d MSFT+4.8% +0.7%1d -0.9%7d CRM+4.6% -0.7%1d +3.3%7d PEP+4.3% -2.2%1d +3.3%7d MCD+4.3% -1.6%1d +2.3%7d HON+4.0% +1.3%1d +4.6%7d LOW+3.8% -2.8%1d +0.7%7d NKE+3.5% -2.7%1d +0.5%7d PLTR+2.6% +0.3%1d +5.8%7d TTD+2.5% -1.2%1d +6.3%7d TMO+1.3% -0.4%1d -2.3%7d BKNG0.0% -3.3%1d -4.7%7d AMZN-0.5% -0.9%1d -0.8%7d TSLA-2.1% -0.6%1d +4.9%7d LULU-3.2% -4.8%1d +2.0%7d UBER-3.9% -3.4%1d -5.2%7d CEG-4.0% -0.7%1d -6.6%7d GOOGL-5.2% -1.2%1d -6.0%7d NVDA-6.5% -0.6%1d -1.5%7d NFLX-7.7% -1.8%1d -6.6%7d DE-8.9% +0.4%1d +0.7%7d AVGO-9.4% -0.5%1d -2.1%7d ASML-9.9% +0.7%1d -4.3%7d QCOM-10.8% +1.8%1d +2.2%7d MRVL-12.4% +2.3%1d +0.3%7d ORCL-12.7% +0.5%1d -1.6%7d META-13.6% -1.0%1d -9.4%7d ANET-15.3% +0.8%1d -2.6%7d CAT-15.4% -2.4%1d -6.0%7d AMD-15.9% +1.7%1d -2.3%7d KLAC-22.5% -1.5%1d -12.2%7d LRCX-25.1% 0.0%1d -12.8%7d
@insider-universe
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ASAN+26.9% +4.5%1d +21.9%7d PINS+21.0% -2.7%1d +1.9%7d ZS+19.0% +7.3%1d +23.0%7d SHOP+18.5% -0.1%1d -0.5%7d ABNB+15.0% -2.1%1d -1.0%7d ISRG+13.6% +1.9%1d +6.0%7d NOW+12.9% +1.3%1d +12.0%7d ESTC+12.2% +4.3%1d +11.7%7d LLY+10.6% -2.5%1d +1.3%7d MRNA+9.9% -1.3%1d -8.2%7d RBLX+8.0% -2.0%1d +6.7%7d DDOG+7.2% +4.6%1d +9.1%7d MSFT+4.8% +0.7%1d -0.9%7d CRM+4.6% -0.7%1d +3.3%7d ZM+4.2% -0.5%1d +1.7%7d AAPL+3.2% -0.1%1d +1.2%7d AFRM+2.9% -3.2%1d -5.3%7d PLTR+2.6% +0.3%1d +5.8%7d UI+2.5% -1.4%1d -2.2%7d VRTX+1.5% -2.1%1d +4.8%7d TMO+1.3% -0.4%1d -2.3%7d FTNT+0.7% +4.0%1d +6.4%7d AMZN-0.5% -0.9%1d -0.8%7d CRWD-1.9% +8.3%1d +13.3%7d TSLA-2.1% -0.6%1d +4.9%7d HIMS-2.4% -4.9%1d -1.3%7d SNOW-2.8% +3.6%1d +6.1%7d PANW-3.2% +7.2%1d +11.3%7d UBER-3.9% -3.4%1d -5.2%7d CEG-4.0% -0.7%1d -6.6%7d ENPH-4.5% +0.8%1d +3.2%7d GOOGL-5.2% -1.2%1d -6.0%7d TSM-6.3% +1.5%1d +1.4%7d NVDA-6.5% -0.6%1d -1.5%7d U-7.5% +1.3%1d +1.0%7d NET-7.5% +7.3%1d +9.9%7d NFLX-7.7% -1.8%1d -6.6%7d NTLA-9.1% +0.5%1d -1.8%7d AVGO-9.4% -0.5%1d -2.1%7d ASML-9.9% +0.7%1d -4.3%7d TWLO-9.9% +3.2%1d +7.1%7d FSLR-10.4% +0.4%1d -0.4%7d BNTX-10.5% -1.7%1d +0.5%7d QCOM-10.8% +1.8%1d +2.2%7d CRSP-11.4% -1.2%1d +0.3%7d SOFI-11.7% -1.0%1d +0.5%7d IBKR-12.3% -2.4%1d -2.9%7d MRVL-12.4% +2.3%1d +0.3%7d MDB-13.4% +2.4%1d +9.9%7d META-13.6% -1.0%1d -9.4%7d AMD-15.9% +1.7%1d -2.3%7d COIN-17.0% -2.7%1d -5.0%7d FSLY-17.7% +8.7%1d +8.6%7d AKAM-21.0% +2.6%1d +6.5%7d INTC-29.1% +1.7%1d -3.2%7d BE-29.8% -11.2%1d -12.7%7d DOCN-34.0% +1.3%1d -5.5%7d ARM-36.8% +0.1%1d -7.7%7d EOSE-51.7% +1.2%1d -5.0%7d
@ai-scan
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VEEV+19.3% +0.1%1d +4.1%7d ZS+19.0% +7.3%1d +23.0%7d AI+14.7% +3.6%1d +10.1%7d ISRG+13.6% +1.9%1d +6.0%7d NOW+12.9% +1.3%1d +12.0%7d ADBE+9.6% -2.5%1d +7.6%7d WDAY+9.2% 0.0%1d +10.1%7d PATH+8.4% +1.4%1d +10.0%7d DDOG+7.2% +4.6%1d +9.1%7d NEE+6.6% +0.2%1d +2.9%7d MSFT+4.8% +0.7%1d -0.9%7d CRM+4.6% -0.7%1d +3.3%7d PLTR+2.6% +0.3%1d +5.8%7d TAC+2.3% -2.3%1d -4.9%7d VST+1.6% -0.5%1d -7.8%7d FTNT+0.7% +4.0%1d +6.4%7d CSCO+0.1% +1.5%1d -0.8%7d SEDG-0.1% +1.1%1d +6.3%7d AMZN-0.5% -0.9%1d -0.8%7d CRWD-1.9% +8.3%1d +13.3%7d TSLA-2.1% -0.6%1d +4.9%7d SNOW-2.8% +3.6%1d +6.1%7d PANW-3.2% +7.2%1d +11.3%7d CEG-4.0% -0.7%1d -6.6%7d VZE-4.0% -1.2%1d -0.3%7d ENPH-4.5% +0.8%1d +3.2%7d DLR-5.0% +0.8%1d -2.0%7d GOOGL-5.2% -1.2%1d -6.0%7d BCE-5.6% -2.0%1d +0.3%7d AIQ-5.6% +0.3%1d +0.4%7d TSM-6.3% +1.5%1d +1.4%7d BOTZ-6.4% +1.0%1d 0.0%7d NVDA-6.5% -0.6%1d -1.5%7d ROBO-6.7% -0.1%1d -0.7%7d NET-7.5% +7.3%1d +9.9%7d EQIX-8.0% +0.3%1d -3.1%7d RUN-9.2% -1.6%1d +3.8%7d AVGO-9.4% -0.5%1d -2.1%7d ASML-9.9% +0.7%1d -4.3%7d FSLR-10.4% +0.4%1d -0.4%7d QCOM-10.8% +1.8%1d +2.2%7d TMUS-11.5% -7.7%1d -7.9%7d TEM-11.7% +6.0%1d +4.5%7d SMH-12.3% +0.7%1d -2.3%7d MRVL-12.4% +2.3%1d +0.3%7d MDB-13.4% +2.4%1d +9.9%7d META-13.6% -1.0%1d -9.4%7d SKM-14.6% -0.7%1d -4.2%7d ANET-15.3% +0.8%1d -2.6%7d AMD-15.9% +1.7%1d -2.3%7d T-17.3% -8.0%1d -10.7%7d MU-18.1% +2.5%1d -0.1%7d LITE-19.3% +0.5%1d -8.3%7d SMCI-20.5% -2.3%1d +4.1%7d BBAI-24.6% +0.5%1d -0.9%7d SOUN-26.3% -1.6%1d -6.1%7d IONQ-26.5% +0.3%1d 0.0%7d WDC-27.4% -3.0%1d +3.5%7d SKHY-27.6% +4.0%1d +0.4%7d RGTI-28.0% +0.3%1d -2.4%7d INTC-29.1% +1.7%1d -3.2%7d BE-29.8% -11.2%1d -12.7%7d NBIS-29.9% -0.3%1d -4.1%7d COHR-30.4% +0.7%1d -10.1%7d QBTS-30.6% +0.3%1d -1.0%7d STX-31.8% -1.8%1d -1.3%7d OKLO-32.1% -2.4%1d -5.8%7d ARM-36.8% +0.1%1d -7.7%7d SMR-38.0% 0.0%1d -7.7%7d EOSE-51.7% +1.2%1d -5.0%7d

Decision history

7 scored calls · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

Jun 16 sell n/a Stop loss +1.5% complete
Jun 16 sell n/a Stop loss +1.5% complete
May 30 sell n/a Profit target -17.9% complete
May 30 sell n/a Profit target -17.9% complete
May 30 sell n/a Profit target -17.9% complete
May 1 avoid high Avoid: hygiene check +6.1% complete
Apr 29 sell n/a Momentum recovery exit 0.0% complete

Desk commentary

Authored analysis and challenge notes tied to MSFT.

2

Next earnings MSFT reports in 5 days Oct 28

Last report Jul 29

Q4 FY2026, reported after the close 2026-07-29 — a beat across every line: revenue **$90.01B, +18% YoY** (vs ~$87.6B expected); adjusted EPS **$4.74** (vs $4.24 est; GAAP $4.81, +32%); GAAP net income $35.8B, +31%. **Azure +43%**, crossing **$100B in full-year revenue**; Microsoft Cloud $59.3B (+27%); commercial RPO **+84% to $678B**; Microsoft 365 Copilot p...

full note →

Against street estimates

How MSFT's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. A consensus out of line with the name's earlier estimates (opposite sign to all of them and over 3x their size) is not graded. EPS only.

8 most recent of 9 quarters · newest report Jul 29 · projection Oct 23

Result
Jul 29 4.244.74+11.8%Beat
Apr 29 4.074.27+4.8%Beat
Jan 28 3.924.14+5.7%Beat
Oct 29 '25 3.664.13+12.7%Beat
Jul 30 '25 3.383.65+8.1%Beat
Apr 30 '25 3.223.46+7.4%Beat
Jan 29 '25 3.123.23+3.5%Beat
Oct 30 '24 3.113.30+6.1%Beat

Recent news

Headlines about MSFT from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled today · Oct 23

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

MSFT research tape

300 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

tweet KawzInvests — Anthropic's compute bill fell to about 55 cents per revenue dollar, but $450B... pick Semafor - AI infrastructure debt costs soar: Oracle's debt rated just above junk, Microsoft'... scan Tech Insider-Buys Scan — 2026-10-16 scan Insider Activity Scan — 2026-10-16 scan Bargain-Bin Scan — 2026-10-16
Types
Oct 22 tweet KawzInvests — Anthropic's compute bill fell to about 55 cents per revenue dollar, but $450B of mostly non-cancelable cloud deals need $82–116B a year in sales
AMZNGOOGLMSFTORCL#ai-capex-digestion
Oct 16 pick Semafor - AI infrastructure debt costs soar: Oracle's debt rated just above junk, Microsoft's AAA protection up 25%
ORCLMSFT#ai-capex-digestion
Oct 16 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 16 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 16 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Oct 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 16 Update GOOGL — candidate.roundup
GOOGLMSFTNVDAAAPLMETA
Oct 13 tweet Satya Nadella — Maia becomes Microsoft's primary inference system at multi-gigawatt scale starting next calendar year
MSFT#ai-capex-digestion
Oct 9 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 9 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 9 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Oct 9 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 9 Update GOOGL — candidate.roundup
GOOGLMSFTNVDAAAPLMETA
Oct 2 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Oct 2 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Oct 2 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Oct 2 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Oct 2 Update GOOGL — candidate.roundup
GOOGLMSFTNVDAAAPLMETA
Sep 28 Expert Canary3 compute canary 3 Q2 2026 hyperscaler capex funding mix — expert-note
MSFTGOOGLAMZNMETAORCL#ai-capex-digestion
Sep 28 Deep Dive Microsoft's AI Buildout Faces a Cash-Conversion Test
MSFT
Sep 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 25 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 25 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 25 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Sep 25 Update META — candidate.roundup
GOOGLMSFTNVDAAAPLMETA
Sep 23 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 23 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 23 Update META — candidate.roundup
GOOGLMSFTNVDAAAPLMETA
Sep 23 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 23 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Sep 18 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 18 Scan Tech Insider Buys Scan
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 18 Update GOOGL — candidate.roundup
GOOGLMSFTNVDAAAPLMETA
Sep 18 Scan Insider Activity Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 18 Scan Bargain Bin Scan
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Sep 11 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 11 Scan Tech Insider Buys Scan
CRDOIONQMDBPANWHUBSDDOGZSADBE +4 more
Sep 11 Update GOOGL — candidate.roundup
GOOGLMSFTNVDAAAPL
Sep 10 tweet M. V. Cunha — Nebius management at Goldman: demand visibility stretches to 24+ months, older GPUs stay economically relevant
NBISCRWVPLTRMSFTMETA#ai-capex-digestion
Sep 7 Market Brief Memory Leads, Software Splits
AMGNARKWAVALBANB.SWBDXBMYLULUPATH +4 more
Sep 6 Market Brief Micron Leads the Tuesday Entry Map
AMGNARKWAVALBANB.SWBDXBMYLULUPATH +4 more
Sep 5 Market Brief A War Priced as Rates
AMGNAMTARKWAUBDXBMYLULUPATH +4 more
Sep 4 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Sep 4 Scan Tech Insider Buys Scan — Three Confirmed Beats Sell Off Anyway (CRDO, MDB, PANW), CRDO's Chart Cracks Below Its 200 Day On A Margin Scare, SMCI's One Year Deficit Nearly Closes, MSFT's One Year Return Flips Back Negative, ESTC Resolves From Unconfirmed To A Confirmed Beat And Cools Hard Anyway
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Sep 4 Update GOOGL — candidate.roundup
GOOGLMSFTNVDAAAPL
Sep 4 Scan Insider Activity Scan — Buying Table Frozen For A Fourth Straight Cycle Except A Small TSM Uptick, Zero Golden Signals For A Fifth Cycle, ASAN's Frozen Buying Sits Behind A Same Day Earnings Reaction Drop, BE's Reversal Extends Into A Massive Run, MRNA Keeps Climbing On A Partial But Incomplete Sourced Driver
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Sep 4 Scan Bargain Bin Scan — Second Straight Zero Strict Hit Cycle As LULU Cracks Toward The Line On A Real Earnings Adjacent Drop, AVGO's 200 Day Test Resolves Down While QCOM's Resolves Up, MCD And HON Both Slide Toward Oversold, COST's One Year Return Flips Negative
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Sep 2 Market Brief Three Beats, Three Selloffs, and a Hike Nobody Hedged
AMBAANFAPLEATEYYATIAVTDELLCRDO +4 more
Sep 1 Market Brief Neoclouds Break as One, Gold Breaks With Them
ACLSAIQAMLXARWATRCAUNGLNMM +4 more
Sep 1 Market Signal Gate Recomputes Gold Breaks and Three Convergence Raises
GLDUUPMSFTSKHYDHRBUFR
Aug 31 Market Brief Memory Runs, Cyber Breaks Out, Oil Taxes the Tape
ASBLKBLMNBRZEBUGCALMBOXDT +4 more
Aug 28 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 28 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 28 Update GOOGL — candidate.roundup
AAPLGOOGLNVDAMSFT
Aug 28 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 28 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Aug 25 Market Brief Biotech Goes Blue-Chip, Credit Slips Its Line
AGXAMRARKFBITXBKRBLMNPDDXPEV +4 more
Aug 24 Market Brief The Long End Made Up Its Mind
ADA-USDAIRALGMALSNAUAVTRDACFRSH +4 more
Aug 22 tweet IPO Newsroom — Anthropic bankers floated a $100B+ raise at a $2T valuation, per NYT (early discussions)
MSFTNVDA#ai-mega-ipo-liquidity-regime
Aug 22 Market Brief The Cooldown That Isn't a Breakdown
ADBEAEMAGAGROALNTANETHRBWMT +4 more
Aug 22 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 22 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 22 Update GOOGL — candidate.roundup
AAPLGOOGLNVDAMSFT
Aug 22 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 22 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Aug 14 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 14 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 14 Update MSFT — candidate.roundup
AAPLGOOGLNVDAMSFT
Aug 14 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 14 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Aug 13 Desk Move MSFT — gottheimer-trades sell
MSFT
Aug 13 Desk Move MSFT — gottheimer-trades buy
MSFT
Aug 8 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 8 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 8 Update NVDA — candidate.roundup
AAPLGOOGLNVDAMSFT
Aug 8 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 8 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Aug 4 tweet KawzInvests — hyperscalers' $270bn debt raise is backed by $7 of signed backlog per $1 borrowed
MSFTORCLGOOGLAMZN#ai-capex-digestion
Jul 31 Market Brief One Margin Call, One Record Day
AAPLABBVABCLABTACHRACNAMZNMSFT +4 more
Jul 31 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 31 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 31 Update AAPL — candidate.roundup
AAPLGOOGLNVDAMSFT
Jul 31 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 31 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Jul 30 Market Brief The Block Clears: Citadel Buys the Book, Memory Rips
AAPLABBVABCLABTACHRACNMSFTMETA +4 more
Jul 30 The Prints The Prints
MSFTMETAQCOMARM
Jul 29 Market Brief The Split Print: Compute Sellers Collect, Compute Buyers Pay
MSFTMETAQCOMARMAAPLAMZNKLACMA +4 more
Jul 29 The Prints The Prints
005930.KSMSFTMETAQCOMARM
Jul 29 Catalyst MSFT earnings
MSFT
Jul 28 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 28 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 28 Update AAPL — candidate.roundup
AAPLGOOGLNVDAMSFT
Jul 28 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 28 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Jul 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 25 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 25 Update GOOGL — candidate.roundup
AAPLGOOGLNVDAMSFT
Jul 25 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 25 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Jul 18 Market Brief One Tape, Two Markets
AAUCAFRMAMBAAPOAROCBOCTMETAARM +4 more
Jul 17 Market Brief Software Leads, Memory Bleeds
ARGXARKQAVTAVTRBOTZCSCOLASRMETA +4 more
Jul 17 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 17 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 17 Update AAPL — candidate.roundup
AAPLGOOGLNVDAMSFT
Jul 17 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 17 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jul 16 Market Brief Chips Out, Banks In
ARGXARKQAVTAVTRBOTZCSCOLASRMETA +4 more
Jul 15 Market Brief The Index Held, the Chips Didn't
ARGXARKQAVTAVTRBOTZCSCOMETAABCL +4 more
Jul 13 Market Brief Biotech's Two Tiers, and Korea's Trap
ARGXARKQAVTAVTRBOTZCSCOCGNXLASR +4 more
Jul 11 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 11 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 11 Update AAPL — candidate.roundup
AAPLGOOGLNVDAMSFT
Jul 11 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 11 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jul 7 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 7 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 7 Update AAPL — candidate.roundup
AAPLGOOGLNVDAMSFT
Jul 7 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 7 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jun 29 Deep Dive Msft Deep Dive
MSFT
Jun 26 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 26 Article Week in Review — The Rotation Gets a Name
SPYQQQDIAIWMRSPMUSNDKAMAT#ai-capex-digestion#memory-supercycle#ai-power-bottleneck +4 more
Jun 26 Article Rotation Playbook — What to Buy, the MSFT-vs-GOOGL Tell, and the Midterm Question
GOOGLMSFTAAPLAMZNAVGOCRWDMUNOW +4 more
Jun 26 Article The Rotation Map — What Held, What Got Whacked, and the RSI-20 Trap
SNDKMUALABAMATUNHABBVILMNCAT +4 more
Jun 26 Update AAPL — candidate.roundup
AAPLMSFTGOOGLAMZNNVDAMETATSLA
Jun 25 Article Monday Light Issue — June 25: The Entries Didn't Move (That's the Signal)
GOOGLCRWDMUAIPCORTDNLISPCXMSFT
Jun 25 Article Where the Entries Are
GOOGLAMZNAAPLNVDAAVGOCRWDASMLALAB +4 more
Jun 25 Update AAPL — candidate.roundup
AAPLMSFTGOOGLAMZNNVDAMETATSLA
Jun 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 22 Article Status — R33 Full-Scan Wrap-Up (2026-06-18 anchor)
SPYQQQSMHBEGEVMUAMATNVDA +4 more
Jun 22 Article Daily Actions — R33 Full Scan (2026-06-18 anchor)
AMATKLACLRCXMUWDCSTXGEVBE +4 more
Jun 22 Update NVDA — candidate.roundup
AAPLNVDAAMZNMSFTGOOGLMETATSLA
Jun 22 Article Week in Review — The Rotation Down-Stack
BEGEVMUAMATMRVLKLACLRCXVST#ai-power-bottleneck#spacex-ipo-liquidity-event#memory-supercycle +4 more
Jun 20 Article SpaceX IPO — Post-Event Liquidity Assessment (T+6 sessions / Day 8)
SPCXNBISCRWVCORZIRENAPLDNVDAMSFT#spacex-ipo-liquidity-event +4 more
Jun 20 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 16 Target MSFT entry-zone — $360-$375
MSFT
Jun 16 Update Mag7 Candidates
AAPLTSLAAMZNGOOGLNVDAMSFTMETA
Jun 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 16 Article Status Report
VOOSPYQQQMSMHVIXYVXXGLDTLT +4 more
Jun 16 Analysis Thread: SpaceX/xAI buys Cursor (Anysphere) $60B — the AI *product*-layer competitor map
SPCXCRMIGVWCLDNETPLTRSHOPAMZN#spacex-ipo-liquidity-event +3 more
Jun 16 Article Daily Actions
ADBEAGROAMZNARMARKXASMLAVGOBNO +4 more
Jun 3 Investigation SpaceX net-flow model — forced passive index demand vs staggered lockup supply (parametric)
SPCXNVDAMSFTGOOGLAMZNSPYQQQIWM#spacex-ipo-liquidity-event
Jun 2 Investigation xAI (SpaceX AI segment) S-1/A crosswalk read — first application of the AI-lab S-1 thesis crosswalk playbook
SPCXNVDAMSFTGOOGLAMZNINTCTSLANBIS#ai-power-bottleneck#ai-power-delivery#optical-supercycle#memory-supercycle +2 more
Jun 2 Article moomoo Macro Moover SpaceX liquidity shock book-build window — article
SPCXNVDAMSFTAMZN
Jun 2 Investigation Large IPO winners — the positive base rate: which big IPOs did NOT drop for a decade, and what they shared
SPCXNVDAAMZNGOOGLMSFTNFLX#spacex-ipo-liquidity-event
Jun 2 Forum Hacker News — Giga-IPOs index-inclusion discussion (Economist thread) — forum-thread
SPCXNVDAAAPLMSFTSPYQQQIWM
Jun 2 Analysis Thread: AI mega-IPO / Fast Entry liquidity regime
SPCXNVDAMSFTGOOGLAMZNMETANBISCRWV#spacex-ipo-liquidity-event#ai-power-bottleneck +4 more
Jun 2 Reference AI-Lab S-1 → Thesis Crosswalk Playbook
NVDAMSFTGOOGLAMZNNBISCRWVCORZIREN#ai-power-bottleneck#ai-power-delivery#optical-supercycle#memory-supercycle +1 more
Jun 1 Article Economist Giga-IPOs — can the stockmarket swallow Anthropic, SpaceX and OpenAI — article
SPCXNVDAMSFTGOOGLAMZNMETASPYQQQ +1 more
Jun 1 Statement Anthropic confidential draft S-1 SEC June 2026 — company-statement
MSFTGOOGLAMZN
May 29 Source SaaS is alive. $NOW +23% since my post last week. AI is not replacing these name
NOWPLTRMSFTSHOPDDOGCRMSNOWAPP +2 more
May 29 Scan Tech Insider Buys Scan
AAPLADBEAMDAMZNANETARMASANASML +4 more
May 29 Update Mag7 Candidates
AAPLTSLAAMZNGOOGLNVDAMSFTMETA
May 29 Scan Insider Scan
AAPLABBVABNBADBEAFRMAKAMAMDAMZN +4 more
May 29 Scan Bargain Bin Scan
AAPLABBVABNBADBEAMDAMZNANETASML +4 more
May 29 Scan AI Scan
ADBEAIAIQAMDAMZNANETARMASML +4 more
May 29 Scan AI Infrastructure Scan
AIQAMDAMZNANETARMASMLAVGOBCE +4 more
May 28 Catalyst NVDA Q1 FY27 Earnings (superseded cadence date — 2026-05-28)
NVDAAMZNGOOGLMSFTTSMEWYEWTMPWR#ai-power-bottleneck#ai-power-delivery#war-ends-playbook +4 more
May 27 Investigation Anthropic-SpaceX $15B/yr Cloud Services Contract
SPCXGOOGLAMZNMSFTORCLNVDAAVGONBIS#spacex-ipo-liquidity-event#ai-power-bottleneck#ai-power-delivery +4 more
May 18 Desk Move MSFT — gottheimer-trades sell
MSFT
May 18 Desk Move MSFT — gottheimer-trades buy
MSFT
May 18 Article AlgorithmicFIRE Dunn mega-IPO forced-selling model — article
SPCXNVDAMSFTGOOGLAMZNMETA
May 1 Scan AI Scan
ADBEAIAIQAMDAMZNANETARMASML +4 more
Apr 30 Source Here's a summary of last night's Big Four earnings reports: $GOOGL Cloud grew 63
GOOGLMSFTAMZN
Apr 29 Article What to look for in Microsoft’s Q3 earnings report today
MSFT
Apr 29 Desk Move SELL MSFT — claude-momentum (2026-04-29, 13.35 shares @ $429.25)
MSFT
Apr 28 Scan Tech Insider Buys Scan
AAPLAMDARMASANASMLAVGOCRMINTC +4 more
Apr 28 Article OpenAI’s models are officially coming to Amazon
AMZNMSFT
Apr 28 Scan AI Scan
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Apr 27 Reference YOLO Playbook
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Apr 27 Reference Pelosi Household Playbook
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Apr 27 Reference Claude-Trader Playbook
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Apr 27 Reference Claude-Momentum Playbook
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Apr 26 Scan Tech Insider Buys
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Apr 26 Article Status Report
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Apr 26 Update Mag7 Candidates
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Apr 26 Scan AI Scan
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Apr 13 Scan Insider Scan
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Apr 13 Scan AI Scan
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Apr 10 Deep Dive MSFT Deep Dive
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Apr 10 Update Mag7 Candidates
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Apr 10 Archive The War Perspective
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Apr 10 Scan Insider Scan
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Apr 10 Scan Bargain Bin Scan
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Apr 10 Scan AI Scan
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Apr 10 Article Daily Actions
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Apr 9 Source @aleabitoreddit — 30 random US stocks I like today and why
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Apr 3 Archive War Ends Playbook — Updated April 6, 2026
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Apr 3 Scan Tech Insider Buys Scan
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Apr 3 Article Status Report
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Apr 3 Deep Dive MSFT Deep Dive
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Apr 3 Update Mag7 Candidates
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Apr 3 Archive The War Perspective — April 3, 2026 (Updated)
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Apr 3 Scan Bargain Bin Scan
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Apr 3 Scan AI Scan
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Apr 3 Article Daily Actions
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Mar 31 Archive War Ends Playbook — Updated March 31, 2026
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Mar 31 Scan Tech Insider Buys
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Mar 31 Article Status Report
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Mar 31 Target MSFT stop-loss - $320.00
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Mar 31 Deep Dive MSFT Deep Dive
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Mar 31 Update Mag7 Candidates
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Mar 31 Scan Insider Universe
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Mar 31 Desk Move BUY MSFT — claude-trader (2026-03-31, 6.78 shares @ $368.57)
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Mar 31 Scan Bargain Bin
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Mar 31 Scan AI Scan
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Mar 31 Article Daily Actions
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Mar 26 Archive War Ends Playbook — What Happens When Oil Drops to $70-80?
ADBECOPCOPXCVXDBADELLEEMEOG#war-ends-playbook +4 more
Mar 26 Scan Tech Insider Buys
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Mar 26 Update Mag7 Candidates
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Mar 26 Scan Insider Universe Scan
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Mar 26 Scan Bargain Bin
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Mar 26 Scan AI Sector Scan
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Mar 26 Article Daily Actions
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Mar 24 Desk Move BUY MSFT — yolo (2026-03-24, 26.7 shares @ $374.53)
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Mar 24 Scan Tech Insider Buys Scan
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Mar 24 Article Status Report
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Mar 24 Deep Dive MSFT Deep Dive
MSFT
Mar 24 Update Mag7 Candidates
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Mar 24 Scan Insider Scan
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Mar 24 Desk Move BUY MSFT — claude-trader (2026-03-24, 8.01 shares @ $374.53)
MSFT
Mar 24 Desk Move BUY MSFT — claude-momentum (2026-03-24, 13.35 shares @ $374.53)
MSFT
Mar 24 Desk Move BUY MSFT — bench-signals (2026-03-24, 2.67 shares @ $374.53)
MSFT
Mar 24 Scan Bargain Bin Scan
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Mar 24 Scan AI Scan
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Mar 24 Article Daily Actions
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Mar 20 Article Market Status Report
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Mar 20 Update MAG7 (Big Tech)
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Mar 20 Scan Insider Scan
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Mar 20 Scan Bargain Bin Scan
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Mar 20 Scan AI Scan
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Mar 20 Article Daily Actions
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Mar 13 Article Market Status Report
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Mar 13 Deep Dive MSFT (Microsoft Corp)
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Mar 13 Update MAG7 (Big Tech)
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Mar 13 Scan Bargain Bin
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Mar 13 Scan AI Scan
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Mar 12 Scan Tech Insider Buys Scan
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Mar 12 Article Market Status Report
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Mar 12 Deep Dive MSFT - Microsoft Corp Deep Dive
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Mar 12 Update MAG7 (Big Tech)
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Mar 12 Scan AI Scan
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Mar 11 Scan Tech Insider Buys Scan
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Mar 11 Article Market Status Report
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Mar 11 Deep Dive MSFT - Microsoft Corp Deep Dive
MSFT
Mar 11 Update MAG7 (Big Tech)
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Mar 11 Scan AI Scan
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Mar 10 Article Market Status Report (UPDATED w/ Fresh Close Prices)
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Mar 10 Deep Dive MSFT - Microsoft Corp Deep Dive
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Mar 10 Update MAG7 (Big Tech)
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Mar 10 Scan Insider Activity Scan
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Mar 10 Scan Insider Activity Scan
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Mar 10 Scan AI Scan
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Mar 3 Article Market Status Report
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Mar 3 Deep Dive MSFT - Microsoft Corp Deep Dive
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Mar 3 Update MAG7 (Big Tech)
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Mar 3 Scan Insider Activity Scan
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Mar 3 Scan Insider Activity Scan
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Mar 3 Scan Bargain Bin Scan
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Mar 3 Scan AI Scan
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Feb 26 Article Market Status Report
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Feb 26 Update Portfolio - Main Snapshot
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Feb 26 Deep Dive MSFT - Microsoft Corp Deep Dive
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Feb 26 Update MAG7 (Big Tech)
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Feb 26 Scan Bargain Bin Scan
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Feb 26 Scan AI Scan
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Feb 22 Article Market Status Report
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Feb 22 Deep Dive MSFT - Microsoft Corp Deep Dive
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Feb 22 Update MAG7 (Big Tech)
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Feb 22 Scan Insider Scan
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Feb 22 Scan Bargain Bin Scan
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Feb 22 Scan AI Scan
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Feb 22 Article Daily Actions
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Feb 16 Article Market Status Report
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Feb 16 Deep Dive MSFT - Microsoft Corp Deep Dive
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Feb 16 Update MAG7 (Big Tech)
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Feb 16 Scan Bargain Bin Scan
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Feb 16 Scan AI Scan
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Feb 16 Article Daily Actions
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Feb 11 Article Market Status Report
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Feb 11 Deep Dive MSFT - Microsoft Corp Deep Dive
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Feb 11 Update MAG7 (Big Tech)
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Feb 11 Scan AI Sector Scan
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Feb 11 Article Daily Actions
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Feb 9 Article Market Status Report
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Feb 9 Scan NVDA Ecosystem Scan
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Feb 9 Article Daily Actions
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Feb 5 Update Portfolio - Main Snapshot
AAPLAMZNASBEBEAMBIIBBTC-USDCFLT +4 more
Feb 5 Update MAG7 (Big Tech)
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Feb 5 Article Japan Crisis + Tech Rotation
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Feb 5 Scan Insider Activity Scan
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Feb 5 Scan AI Scan
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Feb 5 Article Actions & Alerts Log
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Feb 4 Update MAG7 (Big Tech)
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Feb 4 Article Actions & Alerts Log
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Feb 3 Article Actions & Alerts Log
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Feb 2 Scan AI Universe (Expanded)
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Feb 1 Update Portfolio - Main Snapshot
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Feb 1 Update MAG7 (Big Tech)
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Sep 3 '25 Article Amazon’s AI Resurgence: AWS & Anthropic’s Multi-Gigawatt Trainium Expansion
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