How Meet Kevin’s view on $MSFT changed

Channel profile →This channel has 3 credited speakers: Adam Jonas, Goldman Sachs, Wells Fargo3 entries

2026-09-12Bullish

“Elon Musk's SpaceX: THIS Interview Left me SPEECHLESS”

MSFT's planned expansion of AI compute (2 to 32 GW) signals a shift from conservative to bullish stance on AI.

I put this interview up against Satya Nadella. So, I also have exposure to Microsoft, but Satya has been the kind of guy that's like, "Look, if our investments to Open AI go to zero, it's fine.

We we'll be okay." Which to me suggests he's also wanting to be a little conservative when it comes to artificial intelligence.

Watch the source16:55

2026-09-07Bullish

“The $320 Million Dollar Liquid Bitcoin Hack | Explained.”

Users should adopt Microsoft's GitHub AI security features, increasing subscription revenue; speaker notes potential bias from ownership.

the way I look at this is you know Microsoft's GitHub you know through acquisition and the AI security features over there people should be turning those on and paying Microsoft some more subscription dollars although I own some Microsoft stock so maybe that is biased

Watch the source15:32

2026-09-01Bullish

Subscribe or start a trial to unlock this step

1 earlier entry need a subscription

The latest 2 are free to read. Earlier entries keep their date and direction; the text unlocks with a subscription.

Subscribe · 30-day full trial