Skip to content

Microsoft

  • Microsoft (MSFT) – Maintain SELL; $379 FV

    Divergence in Market Value of AI Versus Monetization of AI

    April 26, 2024

    Read More
  • Microsoft (MSFT) – Maintain SELL; $365 FV

    AI Reality Likely A Lot Different Than AI Talk

    February 8, 2024

    Read More
  • Microsoft (MSFT) – Maintain SELL

    Update on Price Target

    January 1, 2024

    Read More
  • Microsoft (MSFT) – Maintain SELL

    Underlying Business Strength Gives a License to Beat the Drum on AI

    October 24, 2023

    Read More
  • Chipping Away at China

    New U.S. Technology Export Controls and Their Impact

    October 17, 2023

    Read More
  • Microsoft (MSFT) – Activision Deal Done; Maintain SELL rating

    Activision – A NOTHING burger deal!

    October 13, 2023

    Read More
  • Microsoft (MSFT) – SELL

    Initiating Coverage with a SELL Rating

    October 1, 2023

    Read More