MSFT MICROSOFT CORP · NASDAQ · Services-Prepackaged Software

What each lens says: insiders — insiders bought $0.0M and sold $20.8M in 30 days (0 buys, 6 sales) · funds — Citadel, D. E. Shaw, Millennium opened or grew · Appaloosa, Bridgewater, Coatue cut or exited · congress — House members filed 8 purchases and 7 sales in 60 days · press — 9 headlines read upbeat

no price series yet

What the readers say — 0 reads of posts over 50 upvotes, last 30 days

no reads yet — the model key is not set on the server

posts per day (height) and word-score mood (color), gated

Connected to MSFT — asked of the layer, served live

news.articles

discusses ×1 Quantum Computing Stocks Rise After Hours: IonQ Jumps 12.17% - Microsoft (NASDAQ:MSFT), Io

research.hypotheses

discusses ×1 hyp:basket:02aba524a033:20260907
discusses ×1 hyp:basket:06f0c2675ba4:20260907
discusses ×1 hyp:basket:0a105f481e25:20260910
discusses ×1 hyp:basket:0f0a7bfb57e6:20260907
discusses ×1 hyp:basket:1186c0f803c4:20260907
discusses ×1 hyp:basket:1f1f2cc885da:20260910
discusses ×1 hyp:basket:20301a22effb:20260907
discusses ×1 hyp:basket:2af90a1338c8:20260907
discusses ×1 hyp:basket:2d14f383fe5d:20260916
discusses ×1 hyp:basket:2ec7f5682e36:20260907
discusses ×1 hyp:basket:3706c060a95e:20260907
discusses ×1 hyp:basket:414fb340e728:20260907

open the relational graph ↗

History of MSFT — the layer's log: every relationship that appeared, strengthened or faded

2026-10-03 00:26 strengthened discusses reddit:t3_1wushzj social.posts · ×2
2026-10-03 00:24 strengthened references ptr:20030977:91 congress.trades · ×4
2026-10-03 00:24 strengthened references ptr:20030977:90 congress.trades · ×4
2026-10-03 00:24 strengthened references ptr:20030977:89 congress.trades · ×4
2026-10-03 00:24 strengthened references ptr:20030977:88 congress.trades · ×4
2026-10-03 00:23 faded references ptr:20034144:43 congress.trades · evicted by a cap · ×1
2026-10-03 00:23 appeared references news:e74c7c5a1ddf3e1a news.articles · crossed the bar · ×1
2026-10-03 00:23 strengthened references news:aea71f0152358a08 news.articles · ×2
2026-10-03 00:23 strengthened references news:03d501eb7d7b4571 news.articles · ×4
2026-10-03 00:23 strengthened references news:6df7693a1d7cf685 news.articles · ×2
2026-10-03 00:23 strengthened references news:a8bcf73c8eacf692 news.articles · ×2
2026-10-03 00:23 strengthened references news:e6062e8552671b96 news.articles · ×2
2026-10-03 00:23 strengthened references news:42abacd58fca5c59 news.articles · ×32
2026-10-03 00:23 strengthened references news:87a83846e060efda news.articles · ×2
2026-10-03 00:23 strengthened references news:5843445e5da5c58b news.articles · ×2
2026-10-03 00:23 strengthened references news:5bff2f0e70bc44cd news.articles · ×8
2026-10-03 00:23 strengthened references news:f8d4162b63464a07 news.articles · ×2
2026-10-03 00:23 strengthened references news:005501ba5648bd40 news.articles · ×2
2026-10-03 00:23 strengthened references news:763574c29276ee2e news.articles · ×2
2026-10-03 00:23 strengthened references news:bc5a847ee1cf6c71 news.articles · ×2
2026-10-03 00:22 strengthened discusses reddit:t3_1v3mm79 social.posts · ×4
2026-10-03 00:22 appeared discusses verdict:hyp:cluster:4c9f8d556008:20260918 research.verdicts · crossed the bar · ×1
2026-10-03 00:14 strengthened discusses reddit:t3_1v2qjv9 social.posts · ×4
2026-10-03 00:03 strengthened references ptr:20035146:9 congress.trades · ×4
2026-10-03 00:03 strengthened references ptr:20035146:8 congress.trades · ×4
2026-10-03 00:03 strengthened references ptr:20035147:18 congress.trades · ×4
2026-10-03 00:03 strengthened references ptr:20035147:17 congress.trades · ×4
2026-10-03 00:03 strengthened references ptr:20035147:16 congress.trades · ×4
2026-10-02 23:43 strengthened references ptr:20035190:33 congress.trades · ×4
2026-10-02 23:43 strengthened references ptr:20035204:16 congress.trades · ×4
2026-10-02 23:29 appeared discusses hyp:basket:a07217c0881f:20261002 research.hypotheses · crossed the bar · ×1
2026-10-02 23:29 appeared discusses hyp:cluster:240346064bf0:20261002 research.hypotheses · crossed the bar · ×1
2026-10-02 22:58 appeared discusses hyp:cluster:cedb04699c0e:20261002 research.hypotheses · crossed the bar · ×1
2026-10-02 22:56 appeared discusses reddit:t3_1wushzj social.posts · crossed the bar · ×1
2026-10-02 22:37 strengthened references news:64df72a822ed1654 news.articles · ×16
2026-10-02 22:37 faded references ptr:20033762:62 congress.trades · evicted by a cap · ×1
2026-10-02 22:37 returned references news:aea71f0152358a08 news.articles · crossed the bar · ×1
2026-10-02 22:37 faded references ptr:20034179:1 congress.trades · evicted by a cap · ×1
2026-10-02 22:37 appeared references news:6df7693a1d7cf685 news.articles · crossed the bar · ×1
2026-10-02 22:37 strengthened references news:9fea0b72d459b627 news.articles · ×8

The reads — each post's actual stance, by a language model

no reads yet for this ticker

Reddit posts — over 50 upvotes

post	⬆	flair	word score
r/wallstreetbets September: +130k in 10 days. Started trading 0–2DTEs on the 21st	168	Gain	bullish
r/wallstreetbets Microsoft - Going Long / Burry is going Short	253	Discussion	bullish
r/StockMarket 2-year update 37, blue collar lawn care business owner. $173k then, $248k now. Still aiming for $1M or retire by 45. Posted here two years ago at $173,000 and got a ton of advice, some of it good. Figured I owed an update.	208	Recap/Watchlist	bearish
r/wallstreetbets MSFT 0 DTE calls	122	Gain	bullish
r/stocks Thoughts on MSFT. Should I just take all my profit?	186	Advice Request	bullish
r/stocks Mag 7 already did their 100x (and more). So where does the next trillion-dollar (or multitrillion) company come from?	657		neutral
r/stocks Gamers here, do you invest in a game company like Nintendo, Sega, etc?	78	Company Question	bullish
r/stocks Why is Buffet & Abel aggressively accumulating so much Google but none of the other hyperscalers?	553	Company Discussion	bullish
r/wallstreetbets $375k CAD in 60 days using margin	387	Gain	bullish
r/stocks MSFT has accepted delivery of IREN's 50MW Horizon 1 facility	137	Company News	bullish
r/stocks MSFT is cheap based off their OpenAI stake	270	Company Discussion	bullish
r/wallstreetbets MSFT 88 call contracts,	544	Gain	bullish
r/wallstreetbets Put ~$1.17M into MSFT. 29 days later walked away +$340K. 🫡	5298	Gain	bearish
r/wallstreetbets Ban bets Nintendo to $16 EOY and MSFT to 500 (when it was at 367) guy here. Ban bet to $25 by EOY.	176	Discussion	bullish
r/wallstreetbets I’m rotating around 80% of my MSFT position into META. Here’s my reasoning.	216	Discussion	neutral
r/stocks MSFT circular AI revenue	93		bearish
r/wallstreetbets Ban bet Nintendo stock to $16 by EOY and if it hits $16 I’ll donate some switch 2s to children Hospitals	701	Discussion	bullish
r/stocks How The F*ck is OpenAI Going to Pay 1.4 Trillion??	403		neutral
r/wallstreetbets Ty $MSFT	134	Gain	bullish
r/wallstreetbets Revenge traded a NFLX loss into a $700,000 MSFT profit 💰	2284	Gain	neutral
r/wallstreetbets Microsoft $MSFT win +$1M gain	651	Gain	bullish
r/stocks MSFT vs GOOG given their recent earnings?	178		neutral
r/StockMarket My Thoughts on $MSFT and $META Earnings and the Maturing AI Trade	148	Discussion	bullish
r/stocks Msft could go on a run here.	302		bullish
r/stocks MSFT Quarterly Revenue $90 billion (up 18% YoY)	849	Earnings beat!	bullish
r/wallstreetbets The Plan is simple boys	349	Discussion	bullish
r/options Built a free all-in-one tracker for institutional and congressional options flow	53		neutral
r/StockMarket AI capex is massive but where's the free cash flow? This earnings week is the real test	50	Discussion	neutral
r/wallstreetbets Introduction to Hyperscalers: Scaling a Doghouse to Build a Cathedral	485	Discussion	neutral
r/wallstreetbets Frequency AI Ratio Tracker (FART) stategy	260	Meme	neutral

The comments — loudest in 30 days, over 10 upvotes

“It’s a fair question whether it’s overvalued right now. A stock can absolutely be a “hold forever” type of company, but that doesn’t mean you should hold it at literally any price. Sometimes the stock runs up so far that the valuation becomes too good to ignore. If MSFT suddenly went to $1,000, for…”

55 ⬆ · u/Madison_369 · r/stocks · on Thoughts on MSFT. Should I just take all my profit?

News

seen	headline	source
2026-10-02T08:46	MSFT Stock Posts Best Quarter Since 1998 As Azure Growth Revives AI Optimism	TradingView
2026-10-01T15:06	What's Going On With Microsoft Stock?	Benzinga
2026-10-01T13:47	Microsoft Stock Outlook: Azure Growth and New Copilot Features Face a $50 Billion Spending Test	TradingKey
2026-09-30T15:50	Microsoft Stock Is Moving Higher Today: What's Happening?	Benzinga
2026-09-30T12:22	Microsoft To Rally Around 20%? Here Are 10 Top Analyst Forecasts For Wednesday	Benzinga
2026-09-30T11:55	What a Revamped Copilot Means for Microsoft Stock	Barchart.com
2026-09-29T23:33	A Look at Microsoft Corp (MSFT) After 0.1% Decline -- GF Value $588.50 vs Price $508.96	GuruFocus
2026-09-29T18:00	IonQ vs. Microsoft: Which Stock Has More Quantum Upside in October?	Yahoo Finance
2026-09-28T15:30	Microsoft Corp (MSFT) Stock Analysis & Forecast	TradingKey
2026-09-25T16:25	What's Going On With Microsoft Stock Friday? - Microsoft (NASDAQ:MSFT)	Benzinga
2026-09-25T13:47	Microsoft Corp Stock (MSFT) Opened Up by 3.21% on Sep 25: What Investors Need To Know	TradingKey
2026-09-23T12:57	Microsoft To Rally More Than 15%? Here Are 10 Top Analyst Forecasts For Wednesday	Benzinga
2026-09-23T10:15	What's Going On With Microsoft Stock Wednesday? - Microsoft (NASDAQ:MSFT)	Benzinga
2026-09-22T18:53	Dear Microsoft Stock Fans, Mark Your Calendars for September 24	Barchart.com
2026-09-22T17:05	Donald Trump - MICROSOFT CORP Trump Trade on Jul. 20, 2026	Quiver Quantitative
2026-09-22T17:03	Donald Trump - MICROSOFT CORP Trump Trade on Jul. 27, 2026	Quiver Quantitative
2026-09-22T16:56	Donald Trump - MICROSOFT CORP Trump Trade on Jul. 23, 2026	Quiver Quantitative
2026-09-22T16:51	Donald Trump - MICROSOFT CORP Trump Trade on Jul. 08, 2026	Quiver Quantitative
2026-09-22T14:39	Analyst Sees More Upside for Microsoft Stock Following Management Meeting	Benzinga
2026-09-22T14:39	Analyst Sees More Upside for Microsoft Stock Following Management Meeting	TradingView

Who holds it — the big funds' 13F reports, each manager's newest quarter

manager	position	shares	move vs prior quarter	as of
Pershing Square	$2,092M	5,654,078	new	2026-03-31
Millennium	$1,581M	4,240,904	increased	2026-06-30
Citadel	$1,262M	3,383,330	increased	2026-06-30
D. E. Shaw	$1,200M	3,218,241	increased	2026-06-30
Tiger Global	$845M	2,266,913	decreased	2026-06-30
Two Sigma	$682M	1,829,283	increased	2026-06-30
Viking Global	$544M	1,458,618	decreased	2026-06-30
Bridgewater	$265M	711,896	decreased	2026-06-30
Coatue	$119M	320,186	decreased	2026-06-30
Soros Fund	$70M	189,971	decreased	2026-06-30
Appaloosa	$0M	0	exited	2026-06-30

Insider trades — Form 4 open-market buys and sales

traded	filed	who	side	shares	price	value
2026-09-14	2026-09-15	Hood Amy EVP, Chief Financial Officer	sell	4,339	$495.97	$2,152,031
2026-09-14	2026-09-15	Hood Amy EVP, Chief Financial Officer	sell	10,433	$496.91	$5,184,281
2026-09-14	2026-09-15	Hood Amy EVP, Chief Financial Officer	sell	9,821	$497.78	$4,888,746
2026-09-14	2026-09-15	Hood Amy EVP, Chief Financial Officer	sell	4,305	$498.88	$2,147,698
2026-09-14	2026-09-15	Hood Amy EVP, Chief Financial Officer	sell	8,834	$500.11	$4,418,003
2026-09-14	2026-09-15	Hood Amy EVP, Chief Financial Officer	sell	3,942	$500.78	$1,974,087

Congressional trades — House periodic transaction reports

traded	filed	member	type	owner	amount
2026-09-10	2026-09-10	Cleo Fields LA06	purchase	self	$1,001 – $15,000
2026-09-10	2026-09-10	Cleo Fields LA06	purchase	self	$1,001 – $15,000
2026-08-27	2026-09-10	Hon. Thomas H. Kean Jr NJ07	sale_partial	self	$15,001 – $50,000
2026-08-26	2026-09-03	Hon. David J. Taylor OH02	sale	self	$1,001 – $15,000
2026-08-21	2026-08-27	Hon. Kevin Hern OK01	sale_partial	JT	$15,001 – $50,000
2026-08-18	2026-09-04	Hon. Gilbert Cisneros CA31	purchase	self	$15,001 – $50,000
2026-08-14	2026-09-14	Hon. Josh Gottheimer NJ05	purchase	JT	$250,001 – $500,000
2026-08-14	2026-09-14	Hon. Josh Gottheimer NJ05	purchase	JT	$500,001 – $1,000,000
2026-08-14	2026-09-14	Hon. Josh Gottheimer NJ05	sale	JT	$250,001 – $500,000
2026-08-14	2026-09-14	Hon. Josh Gottheimer NJ05	sale	JT	$500,001 – $1,000,000
2026-08-11	2026-08-20	Hon. David J. Taylor OH02	sale	self	$15,001 – $50,000
2026-07-30	2026-08-12	Hon. Richard Dean Dr McCormick GA06	sale	self	$1,001 – $15,000
2026-07-24	2026-08-06	Hon. David J. Taylor OH02	purchase	self	$1,001 – $15,000
2026-07-24	2026-08-06	Hon. David J. Taylor OH02	purchase	self	$1,001 – $15,000
2026-07-17	2026-08-14	Hon. Gilbert Cisneros CA31	purchase	self	$15,001 – $50,000
2026-06-25	2026-06-25	Hon. Michael Rulli OH06	sale	self	$1,001 – $15,000
2026-06-17	2026-06-30	Hon. Jared Moskowitz FL23	purchase	DC	$1,001 – $15,000
2026-06-17	2026-06-30	Hon. Jared Moskowitz FL23	purchase	self	$1,001 – $15,000
2026-06-16	2026-07-02	Hon. Gilbert Cisneros CA31	sale_partial	self	$15,001 – $50,000
2026-06-16	2026-06-17	Hon. Matthew Robert Van Epps TN07	sale	self	$1,001 – $15,000
2026-06-11	2026-06-11	Cleo Fields LA06	purchase	self	$1,001 – $15,000
2026-06-11	2026-06-11	Cleo Fields LA06	purchase	self	$1,001 – $15,000
2026-06-02	2026-06-18	Hon. Thomas H. Kean Jr NJ07	sale_partial	self	$1,001 – $15,000
2026-05-19	2026-06-02	Hon. Josh Gottheimer NJ05	sale	JT	$250,001 – $500,000
2026-05-19	2026-06-02	Hon. Josh Gottheimer NJ05	sale	JT	$500,001 – $1,000,000
2026-05-19	2026-06-02	Hon. Josh Gottheimer NJ05	purchase	JT	$250,001 – $500,000
2026-05-19	2026-06-02	Hon. Josh Gottheimer NJ05	purchase	JT	$500,001 – $1,000,000
2026-05-15	2026-06-05	Hon. Gilbert Cisneros CA31	purchase	self	$50,001 – $100,000
2026-05-12	2026-06-02	Hon. Jonathan Jackson IL01	sale_partial	JT	$15,001 – $50,000
2026-04-17	2026-05-01	Hon. Maria Elvira Salazar FL27	purchase	self	$15,001 – $50,000