Bull / Bear meter
MSFT insider selling: routine or a tell? (DD)
Microsoft Corporation (MSFT) Form 4s and PTRs are public, tedious, and the closest thing to a tell the market gives you. Here's the read. INSIDERS (FORM 4) 0 open-market buys worth $0 vs 6 sells worth $20.8M across 6 f…
MSFT DD: what the balance sheet says about staying power
Microsoft Corporation (MSFT) Why does this name keep showing up on quality screens? This post is the answer, with numbers. WHAT THEY DO Microsoft Corporation, a technology company, develops and supports a portfolio of…
Azure's AI run-rate hit $37B, up 123% YoY — this is the number that matters
$MSFT Q2 FY26: $81.3B revenue, +17% YoY, beating the $80.3B consensus. Azure and other cloud services grew 39% YoY (38% cc), and the AI business specifically hit a $37B annualized run-rate, up 123% YoY. Intelligent Cloud…
Copilot attach rates trending up
Enterprise seats keep expanding quarter over quarter. Quietly one of the best AI monetization stories.