Substack · Let's Analyze · Robert Ross
The AI Boom’s Weakest Link
AI demand is not slowing but financing is a problem...
EE. UU. · 33 entradas · 23 publicaciones
MSFT
Microsoft
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- 1 may 2025
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- 27 oct 2026
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Seguimiento completo Pro
Alfa de cada tesis sobre MSFT a 1, 3 y 6 meses y desde la publicación, y el gráfico completo frente a su índice.El alfa a 1M/3M/6M y el gráfico detallado son de Pro.
Hazte ProAnálisis sectoriales que lo mencionan
2Cronología
De la más reciente a la más antigua- octubre de 2026 8 entradas
Substack · Daily Stock Market Update · AlgoTradeAlert.com
Microsoft (MSFT): Voluntary Exit Offer and AI Spending Put Margins in Focus
Why it is trending
Institucional · eToro
Big profits. Bigger spending questions.
Analyst Weekly, October 26, 2026 This earnings season, beating expectations may only get companies halfway there. Investors also want to know how much cash those profits leave behind. AI’s bill is arriving Alphabet…
Substack · RiskReversal Recap · Guy Adami, Dan Nathan, CC Lagator
The Week Ahead: FOMC, PCE, Earnings from Amazon, Microsoft, Alphabet.
Also reports from CAT, SKH, SNDK, INTC and KLAC. Futures slightly higher Sunday evening.
Blogs · r/ValueInvesting · /u/Wonderful_Annual8431
Can Google win on enterprise?
Firstly, this isn’t my thesis. It’s a summary of a very compelling comment on a previous post, from standupguy152. Microsoft has dominated enterprise for decades, but could Google be better positioned for the shift…
Desde publicación MSFT +1,5 % α +0,9 p. p. vs S&P 500 · USD
Substack · Business Model Mastery · The Antifragile Investor
AWS vs Azure vs Google Cloud: why does Amazon earn 61% of its operating profit from AWS?
Microsoft earns 54% of its operating profit in productivity software, while Google Cloud grew 82%. Their AI spending raises a much bigger question about future cash profits.
Desde publicación MSFT +2,2 % α +2,0 p. p. vs S&P 500 · USD
Substack · The Capitalist
Musk to gift EVERY US kid a SpaceX share next year
Microsoft walks away from Nscale UK deal as “neocloud stress” widens
Desde publicación −0,2 % α 0,0 p. p. vs S&P 500 · USD
Blogs · r/ValueInvesting · /u/Titsor_Assness
Hemnet: lesser-spotted European value
Wanted to share an actual Value investment observation, that isn't Microsoft. Buffett's popularisation of Value has moved the traditional Value approach into more of a Quality/Value blend (thanks to Munger's help). And…
Desde publicación −0,2 % α +0,3 p. p. vs S&P 500 · USD
Substack · Long-Term Mindset · Brian Feroldi
Is Microsoft a Buy at $513?
What’s behind the value for Microsoft
Desde publicación −1,6 % α +0,1 p. p. vs S&P 500 · USD
- septiembre de 2026 3 entradas
Substack · Quality Stocks | GARP Investment Research
Microsoft Stock Analysis: Is MSFT a Buy?
Microsoft is building the enterprise stack of the AI era, but is the stock still attractive at the current price?
Desde publicación +6,4 % α +6,8 p. p. vs S&P 500 · USD
Substack · Vitaly Kurdyumov
Microsoft Is the Last Hero Still Paying With Its Own Money
Oracle spends $28.5 billion a quarter against $19.3 billion of revenue. Microsoft is the last major player still paying with its own cash.
Desde publicación MSFT +7,1 % α +5,9 p. p. vs S&P 500 · USD
YouTube · Tyler Hill Stocks
Amazon, Microsoft, Google, & Meta Stock - Full Price Analysis & Predictions
- agosto de 2026 4 entradas
Substack · BD Investing · BD Investing, Pawan | Learn Invest Grow
NBIS: What Meta and Microsoft See That Michael Burry Is Missing
684% revenue growth. $46B contracted backlog. 45% EBITDA margins. Nasdaq-100 inclusion effective June 22. ARR target of $7–9B by December 2026.
Desde publicación MSFT +5,5 % α +6,2 p. p. vs S&P 500 · USD
Substack · Club de inversión: Entre Acciones🪐✨ · Club: Entre Acciones🪐✨
Las grandes tecnológicas vuelven a demostrar por qué lideran Wall Street
📈 Noticias de la semana - Semana del lunes 27 al viernes 31 de julio de 2026
Desde publicación +9,2 % α +8,2 p. p. vs S&P 500 · USD
Blogs · r/ValueInvesting · /u/VitaliiNoskov
Microsoft Corporation (MSFT) Valuation and Capital Allocation
Financial Analysis: Microsoft Corporation (MSFT) Valuation and Capital Allocation Microsoft Corporation (MSFT) currently trades at a trailing price-to-earnings (P/E) ratio of 25.8x with a market capitalization of $3.45…
Desde publicación +9,2 % α +8,2 p. p. vs S&P 500 · USD
Substack · Building Arks
Results: Microsoft 4q26 (calendar 2q26)
Excellent results, confirming major thesis points.
Desde publicación +9,2 % α +8,2 p. p. vs S&P 500 · USD
- julio de 2026 7 entradas
Substack · Bolsa Desde El Inicio · BolsaDesdeElInicio
💥 META SE DESPLOMA TRAS RESULTADOS, MICROSOFT ACELERA EL CRECIMIENTO Y VUELA, VISA
Seguimos en plena vorágine de presentación de resultados en Wall Street y esta semana nos ha dejado una lección magistral: el mercado es impulsivo a corto plazo, pero los números reales mandan a largo plazo.
Desde publicación MSFT +18,1 % α +14,9 p. p. vs S&P 500 · USD
Substack · TacticzHazel’s Substack · TacticzHazel
Quick thoughts on Microsoft Earnings
Overall this was a strong quarter.
Desde publicación −36,4 % α −31,5 p. p. vs S&P 500 · USD
Blogs · r/ValueInvesting · /u/AggressiveAd9058
Here's why I think Microsoft represents the best risk - reward dynamic among big tech companies
We all know how Microsoft has been trading at its lowest forward PE ratio levels in several years, we see posts about that on this sub all the time. I think this is a fast narrowing window which will no longer exist…
Desde publicación +36,2 % α +34,1 p. p. vs S&P 500 · USD
Substack · Bolsa Desde El Inicio · BolsaDesdeElInicio
Microsoft y Meta han caído un 30%: ¿Están BARATAS las Big Tech?
Si has mirado las cotizaciones últimamente, habrás visto que gigantes como Meta o Microsoft acumulan caídas cercanas al 30% desde sus máximos.
Desde publicación MSFT +38,9 % α +36,3 p. p. vs S&P 500 · USD
Blogs · r/ValueInvesting · /u/stockoscope
Google looks cheap at 27x earnings, but a DCF analysis suggests it is overvalued
Last year I posted a breakdown in this sub arguing Microsoft was overvalued at $490 because of its capex spend . But that thesis was never really about Microsoft - it applies to every hyperscaler pouring money into AI…
Desde publicación MSFT −37,0 % α −34,7 p. p. vs S&P 500 · USD
Blogs · r/ValueInvesting · /u/First_Memory375
In the past couple of months I worked on system that provides a recomendation for an action on a stock, depending if you own it or no, I have run it on MSFT(for a negative holding status) because i saw alot of intrest about it in this sub, would like some feedback.
**Microsoft Corporation (MSFT) — NasdaqGS** Technology · Software - Infrastructure · Mega cap · USD $373.02 (as of Jul 1, 2026) **Recommendation: Buy — High conviction** One of the world's highest-quality software…
Desde publicación +37,7 % α +35,9 p. p. vs S&P 500 · USD
Blogs · r/ValueInvesting · /u/Playful_Biscotti4738
Microsoft (MSFT): Wide Moat, AI CapEx, and Why the Market May Be Underestimating Long-Term Earnings Power
TL;DR Microsoft is not a deep-value stock in the traditional sense, but I think the market may be underestimating its long-term earnings power. The central debate is: Is Microsoft’s AI CapEx cycle creating future…
Desde publicación +37,7 % α +35,9 p. p. vs S&P 500 · USD
- junio de 2026 3 entradas
Substack · The Inflection · Miguel | The Inflection
Microsoft Deep-Dive: Microsoft Isn’t 39× Free Cash Flow. On Owner’s Earning, It’s 21×
Worst month since 2000, down 34% on AI-spending fears. But Azure's still up 40%, AI revenue tripled to $37B, and stripping the growth build out turns a 39×FCF stock into a 21× one.
Desde publicación +44,5 % α +41,3 p. p. vs S&P 500 · USD
Substack · Moats & Multiples
Microsoft – Are the Windows Closing?
Why I'm less bullish on one of the highest quality franchises.
Desde publicación +32,0 % α +28,1 p. p. vs S&P 500 · USD
Substack · Moats & Multiples
Quality Isn’t Dead – It’s Being Redefined
Between the start of 2003 and the end of 2006, Microsoft had seen its share price appreciate by a meagre 11% cumulatively.
Desde publicación +24,6 % α +23,0 p. p. vs S&P 500 · USD
- marzo de 2026 1 entrada
Substack · Patient Capital Fund Newsletter · Patient Capital
Microsoft and the Agentic Race
Testing the "SaaSmageddon" Thesis Against the World’s Largest Software Company
Desde publicación +31,4 % α +19,7 p. p. vs S&P 500 · USD
- febrero de 2026 2 entradas
Fondos · FPA
Source Capital Commentary 2025-12
Desde publicación MSFT +32,6 % α +21,5 p. p. vs S&P 500 · USD
Substack · SaluInvest | Albert Saludes · Albert Saludes
Sangre en el Nasdaq, Calma en el Valor
Microsoft cae un 12% y el Oro se desploma: Mi análisis del "Efecto Warsh" y por qué no estoy vendiendo nada.
Desde publicación +25,8 % α +15,8 p. p. vs S&P 500 · USD
- enero de 2026 1 entrada
Institucional · eToro
Deep Dive: Where Does Microsoft Stand in 2026?
Microsoft stock has wavered notably from its highs and The Daily Breakdown digs into to see if there’s more risk…or more opportunity. Before we dive in, let’s make sure you’re set to receive The Daily Breakdown each…
Desde publicación +11,1 % α +0,9 p. p. vs S&P 500 · USD
- noviembre de 2025 1 entrada
YouTube · EL OJO DEL INVERSOR
Top 10 acciones compradas por superinversores en 2025 | Análisis de Nvidia, Google, Microsoft y más
- octubre de 2025 1 entrada
Blogs · ValueWalk
Microsoft Stock Sinks on AI Spending? Yup, You Heard That Right
Now investors are wary of too much AI spending. It wasn’t long ago when shares of a mega tech company would sink if they weren’t doing enough investment in AI. But now things seem to have shifted, as Microsoft…
Desde publicación +1,3 % α −11,2 p. p. vs S&P 500 · USD
- julio de 2025 1 entrada
Substack · Value Investing with CCalle · Cristià Calle Mercado
Important Red Flags People Might Be Missing About Microsoft
A contratian view of Microsoft's Investment Thesis
Desde publicación +0,2 % α +21,3 p. p. vs S&P 500 · USD
- mayo de 2025 1 entrada
Blogs · ValueWalk
Is Microsoft Stock a Buy After March Quarter Earnings?
Microsoft stock was soaring after the company beat its fiscal third quarter earnings estimates. It was an impressive quarter for the tech giant.
Desde publicación +25,2 % α −11,8 p. p. vs S&P 500 · USD
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