Investment Intelligence Workstation
Baseline Fabric Moderate risk persona
Active Workspace
Marchi Family
Julio Marchi Long-Term Growth
Canonical Asset

MSFT Microsoft Corporation

Equity Technology NASDAQ USD Active

Latest pricing comes from the newest ingested market-data snapshot when one exists. Portfolio values fall back to the latest transaction price only if snapshot coverage is still missing.

Research Notes Asset Brief Portfolios Watchlists
Held In Portfolios
2
Tracked In Watchlists
1
Personas Referencing
2
Latest Quote Snapshot
$448.49
Baseline seeded snapshots • Captured May 28, 2026 4:05 PM
Held Shares
70
Held Market Value
$31,394.30

Recent Price History

Baseline seeded snapshots • newest first
Latest ingested quote history
5 sessions of snapshot coverage
MSFT close $448.49
Latest close $448.49
Window move +3.5%
Range $427.11 - $455.63
$449.70 $440.94 $432.18 May 22 May 26 May 28
Snapshot history only. This surface does not claim live or streaming market data.
Date Open High Low Close Volume Captured
May 28, 2026 $449.66 $455.51 $441.99 $448.49 13,050,000 May 28, 2026 4:05 PM
May 27, 2026 $448.45 $455.63 $440.33 $446.13 11,430,000 May 27, 2026 4:00 PM
May 26, 2026 $440.99 $449.73 $434.60 $443.30 9,810,000 May 26, 2026 4:00 PM
May 25, 2026 $438.39 $445.24 $432.69 $439.53 13,860,000 May 25, 2026 4:00 PM
May 22, 2026 $433.39 $440.32 $427.11 $433.39 12,240,000 May 22, 2026 4:00 PM

Portfolio Presence

Portfolio Persona Shares Latest Price Mkt Value Gain/Loss
Roth IRA
Index & ETF
 Retirement Fund
Ana Marchi
 40 $448.49
Baseline seeded snapshots · May 28, 2026 4:05 PM
$17,939.60 +$2,739.60
+18.0%
Core Holdings
Buy & Hold
 Long-Term Growth
Julio Marchi
 30 $448.49
Baseline seeded snapshots · May 28, 2026 4:05 PM
$13,454.70 +$1,004.70
+8.1%

Watchlist Presence

Quality Compounders Radar
Long-Term Growth · Julio Marchi
High Ready
Cloud and enterprise AI remain core compounding engines.
Still acceptable as a large-cap anchor even after rallies.
Operating Plan
Edit Plan
Keep MSFT in the ready lane, but only add if Azure AI monetization keeps pacing capital intensity.
Above entry zone Mapped to latest ingested price $448.49
$410.00 $470.00
Invalidate $410.00 Entry Low $430.00 Entry High $440.00 Trim $470.00 Current $448.49
Entry: +1.9% above zone Trim: +4.8% to target Risk: +8.6% cushion
Review Apr 27, 2026 35 days overdue Cadence 30d
Entry Zone $430.00 - $440.00
Trim $470.00
Invalidate $410.00
Monitor: Review Azure growth, Copilot seat expansion, and capex commentary before upgrading sizing.
Execution: Prefer adds on broad-market pullbacks instead of breakouts; keep position size below AAPL until the next earnings call.
Added Feb 1, 2025

Catalyst & Event Timeline

baseline records only — no live news feed
Add Event

Upcoming & Active

MSFT Q3 FY2026 Earnings
Apr 30, 2026 · After Market Close · Seeded baseline
Microsoft quarterly results. Azure growth rate and Copilot commercial adoption are the headline inputs for thesis review.
Earnings High Edit

History

Date Type Title Importance Status Source
Mar 15, 2026 Guidance MSFT Copilot Seat Guidance Update
Microsoft provided incremental Copilot commercial seat guidance commentary. T...
 Medium Completed Seeded baseline Edit

Research Notes

+ Note All notes →
Valuation Note Apr 1, 2026 Seeded baseline
MSFT Premium Multiple Reflects AI Optionality
At current prices, MSFT trades at a meaningful premium to historical median P/E. Premium is partially justified by Azure growth re-acceleration but assumes significant AI monetization follow-through.
Thesis Support Mar 1, 2026 Seeded baseline
Azure Reacceleration Driven by AI Workloads
Azure growth rate reaccelerated in FY2026 on AI infrastructure demand, reversing the FY2024 deceleration. AI-driven workloads now a measurable incremental revenue contributor.
Management Signal Jan 29, 2026 Seeded baseline
Satya Nadella: AI Monetization Is Real and Accelerating
FY2026 Q2 earnings call commentary framed Copilot commercial seat growth as ahead of internal plan. Management tone shifted from investment mode to evidence-of-monetization mode.