u/monoteapot

1 thesis · first seen Jun 26, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000
3d111100%+1.2%+1.2%
1w111100%+5.9%+5.9%
1m000
3m000
6m000
1y000

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$MSFTDDbullish
u/monoteapot · 16d agono track record yet
Long 700 shares of MSFT

Microslop is on sale

Microsoft's recent stock decline due to perceived low Copilot adoption is a buying opportunity. The company's unmatched enterprise moat across Excel, Outlook, Teams, and Azure, combined with strategic investments in AI infrastructure and cost-effective models like Maia 200, positions it to dominate the AI-driven enterprise automation wave while capturing expanding usage-based AI billing.

At post $368.57Now $390.99+6.1% since postedas of Jul 13, 4:59 PM ET
1d
3d+1.2%
1w+5.9%
1m
3m
6m
1y
original post →

End of results.