Microsoft
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Microsoft (MSFT) – Maintain SELL; $379 FV
Divergence in Market Value of AI Versus Monetization of AI
April 26, 2024
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Microsoft (MSFT) – Maintain SELL; $365 FV
AI Reality Likely A Lot Different Than AI Talk
February 8, 2024
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Microsoft (MSFT) – Maintain SELL
Underlying Business Strength Gives a License to Beat the Drum on AI
October 24, 2023
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Chipping Away at China
New U.S. Technology Export Controls and Their Impact
October 17, 2023
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Microsoft (MSFT) – Activision Deal Done; Maintain SELL rating
Activision – A NOTHING burger deal!
October 13, 2023
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