MentionTraceStock ideas from sharp blogs, podcasts & letters

Microsoft Corporation

Microsoft Corporation develops and supports software, services, devices, and solutions worldwide.

SectorInformation TechnologyTickersMSFT, MSFTUSHeadquarters🇺🇸 United StatesWebsitemicrosoft.com

Mentions

75 mentions · latest on 16 Sept 2026

SuperJoost PlaylistBlogWall Street changes its mind on Roblox-16 Sept 2026
Musings from BluBird CapitalBlogThe AI Slowdown That Isn't: What Dario, Altman Aren't Telling You-13 Sept 2026
SemiAnalysisBlogWhat is So Hard About Behind-The-Meter Power For Datacenters? Part 1-10 Sept 2026
Compounding DividendsBlogBuy-Hold-Sell List Update September 2026-9 Sept 2026
Musings from BluBird CapitalBlogThe AGI Moment Is Here! The Most Bullish Signal for AI Infrastructure in a Generation-8 Sept 2026
GabGrowthBlogThe Case For Taking Profits-8 Sept 2026
Value & Momentum PortfolioBlogDeep Dives Performance Update (Sept. 7, 26’)-7 Sept 2026
Long-Term PickBlogLTP Watchlist #001: 10 Stocks I Would Buy at the Right Price-4 Sept 2026
GabGrowthBlogPortfolio Review (August 2026)-2 Sept 2026
Crack The MarketBlogHow to Use Crack The Market-1 Sept 2026
MKTCONTEXTBlog🍔Software Vs Chips (+3 Setups)-30 Aug 2026
How They Make MoneyBlog🤖 NVIDIA: Can’t Build Fast Enough-28 Aug 2026
Speedwell MemosBlogSoftware’s AI Risk-27 Aug 2026
Crack The MarketBlogAI Investment Supercycle: How to Invest in the $6-7tn Race-25 Aug 2026
Guardian ResearchBlogThe No Pile-22 Aug 2026
Musings on MarketsBlogAI’s Bar Mitzvah Moment? From Hope & Hype to Hard Business Questions!-20 Aug 2026
TacticzHazelBlogChanges to the Portfolio Tracker / Investment Library-18 Aug 2026
How They Make MoneyBlog💰 Wall Street's Top Stocks in Q2-18 Aug 2026
Invest Like the BestPodcastBen Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]-18 Aug 2026
Capitalist LettersBlogBuying This Small-Cap Stock with 100% Upside Potential!-16 Aug 2026
Clean Your FinanceBlog📈 Top 10 : Les actions plébiscitées par les Super Investisseurs (Q2 2026)-16 Aug 2026
How They Make MoneyBlog☁️ Neocloud Economics-14 Aug 2026
UncoverAlphaBlogNvidia and the Hyperscalers High Stakes Poker Game-13 Aug 2026
Long-Term PickBlogLTP Portfolio #001: Introducing My Portfolio-12 Aug 2026
Value Investing by Giles CapitalBlogGiles Capital Weekly - Week 32-10 Aug 2026
SemiAnalysisBlogSpaceX 10GW in 2027 – Why It’s Real, Will Drive $300B ARR for SpaceX, and Why Microsoft Will Be the Largest Offtaker-7 Aug 2026
Capitalist LettersBlogIt's Time To Be Bullish On Compute, Again.-6 Aug 2026
Value Investing by Giles CapitalBlogGiles Capital Reads - Week 31-6 Aug 2026
The Black LineBlogBig Tech Is Building Faster Than It Can Measure Returns-5 Aug 2026
Modern Value InvestingBlogDid the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
Emerging Market SkepticBlogEmerging Market Links + The Week Ahead (August 3, 2026)-4 Aug 2026
Long-Term PickBlogMicrosoft: 43% Azure Growth, Priced for a Slowdown-4 Aug 2026
Value Investing by Giles CapitalBlogGiles Capital Weekly - Week 31-4 Aug 2026
UncoverAlphaBlogAmazon, Google, Microsoft, Meta Q2 earnings: The AI CapEx ROIC is bad thesis is DEAD-3 Aug 2026
Yet Another Value BlogBlogEveryone said crossover funds like Situational Awareness had the AI edge. Now they're telling you to buy.-3 Aug 2026
Compound with RenéBlog8 Signs the AI Bubble Is Further Along Than You Think-2 Aug 2026
MKTCONTEXTBlog🍔Is the Tech Rout Over?-2 Aug 2026
Sleep Well InvestmentsBlogSleep Well Portfolio (July 2026) - Recovery continues, AI's ROI questioned.-2 Aug 2026
CompoundersBlogMSFT: Ctrl+Alt+Buy-1 Aug 2026
Compounding Your WealthBlogSaaS valuation, weekly recap-1 Aug 2026
SuperJoost PlaylistBlogSuperJoost Office Hours: Roblox, Sony, Xbox earnings-31 Jul 2026
Schwar Capital ResearchBlogAn Investor's Odyssey-31 Jul 2026
How They Make MoneyBlog☁️ Amazon: The CapEx Equation-31 Jul 2026
Compounding Your WealthBlogMeta, Microsoft Earnings & Fortinet Q2 2026 Snapshot-30 Jul 2026
How They Make MoneyBlog💻 Microsoft: The Open-Weight Hedge-29 Jul 2026
TacticzHazelBlogQuick thoughts on Microsoft Earnings-29 Jul 2026
Value Investing by Giles CapitalBlogGiles Capital Weekly - Week 30-27 Jul 2026
CompoundersBlogGOOGL: Growth at 4 trillion-25 Jul 2026
SuperJoost PlaylistBlogWill in-game ads work this time around?-24 Jul 2026
Long-Term PickBlogBig Tech's Fear Sale: 5 Giants I'm Buying-21 Jul 2026
Capitalist LettersBlogKimi 3: AI Capex Apocalypse or a Buying Opportunity?-19 Jul 2026
The Atomic InvestorBlogAtomic Radar — Issue #1 — May 2026-18 Jul 2026
UncoverAlphaBlogQ2 2026 Channel Checks & Alternative Data: Cloud, Ad Tech and Software-17 Jul 2026
Credit from Macro to MicroBlogThe AI Capex Debt Supercycle-16 Jul 2026
Behind the Balance SheetPodcast#61 - Mr Common Sense - Rich Pzena on how to build an $80bn deep value firm, survive 60% underperformance and buy stocks on under 10x normalised earnings.-16 Jul 2026
Boyar ResearchBlogBoyar's 2Q 2026 Investor Letter:-14 Jul 2026
Andvari’s SubstackBlogAndvari's Q2 2026 Letter-14 Jul 2026
Capitalist LettersBlogThe Mega-Cap Opportunity: Meta & Microsoft!-12 Jul 2026
The Financial PenBlogVariant Perception: The Mechanics of Expectation Gaps-8 Jul 2026
Capitalist LettersBlog🚨Trade Alert 18: One Exit, One Trim, One New Position and Two Top-Ups!-8 Jul 2026
Gekko CapitalBlogActualización de carteras a cierre de Q2-2026-5 Jul 2026
The Wolf of Harcourt StreetBlogPortfolio Review - June 2026-1 Jul 2026
UncoverAlphaBlogWhy Token Optimization Is a Gift to the Hyperscalers-29 Jun 2026
The SynopsisPodcastDialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle-10 Jun 2026
UncoverAlphaBlogMost of the Economy Won't Run on the Best Model-4 Jun 2026
Focused CompoundingPodcastEp 480. A-Z on IGV: Value Hunt in Software (F-M) Listen · 48:0929 May 2026
The Acquirers PodcastPodcastValue Investing with Options: Selling Puts to Buy Wonderful Businesses at Better Prices | S08 E18-27 May 2026
Edward's PointBlogAdapt or die-11 May 2026
Behind the Balance SheetPodcast#58 The Chart Guy - $4tn CIO Michael Cembalest on markets, AI and the impending rout in US Treasuries-16 Apr 2026
Patient Capital Fund NewsletterBlogMicrosoft and the Agentic Race-4 Mar 2026
EdelweissBlogWill Agentic AI Disrupt SaaS?-25 Jan 2026
Compounders PodcastPodcastDividend Growth Rate as the Most Important Signal with Jonathan Nurick of DivGro-8 Jan 2026
The Atomic InvestorBlogThe AI Capex debate-9 Dec 2025
St. James Investment CompanyBlogValue Investor's Quarterly Letter-5 Oct 2025
Patient Capital Fund NewsletterBlog2025 Portfolio Update-7 Apr 2025