Alerts

· MSFT

State changes, setup conditions, and structure tensions that crossed a meaningful threshold.

2026-05-14 · 35 alerts in last 7 days · 8 active today

Actorall ADBE AMD AMZN ANET ARM AVGO CRWV DDOG DELL GOOGL INTC META MP MRVL MSFT NBIS NFLX NVDA SMCI SNOW TSM TTD VST

Typeall deteriorating unresolved persistent improving

deteriorating1

Earlier this week

MSFTdeterioratinghightransition

2026-05-09story not being paid

MSFT: Repricing turning to divergence — narrative-price gap widening

price lagging narrative→story not being paid· 2d in prior

After 2d of REPRICING, price still hasn't followed the narrative. Story: Copilot + OpenAI bet gaining traction

watchIf narr stays elevated, gap may snap into confirmation. If narr fades, thesis is dying quietly.

historyHistorical PLN→SNB: +2.48pp avg, n=45

·2026-05-09Microsoft: The Best Time To Buy Is When Others Continue To Ignore ·2026-05-09Alphabet, Microsoft, Amazon, and Meta Platforms Just Reported Earnings. Which Is the Best Buy?·2026-05-09How Microsoft Pulled off ‘One of the Best Tech Acquisitions of the Last Decade’

Clear filter · show all 35 alerts

Alerts fire when a state transition or setup condition crosses a meaningful threshold — minimum 2 days in prior state, minimum narrative count of 15, fire-once suppression per state run. One-day flips are not reported.

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