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

improving1

Active today · MSFT

MSFTimprovinghightransition

2026-05-14price lagging narrative

MSFT: Divergence compressing — watch for confirmation or narrative fade

story not being paid→price lagging narrative· 4d in prior

After 4d of divergence, the gap is compressing. Resolves to confirmation or narrative collapse: Copilot + OpenAI bet gaining traction

watchNDS direction is the tell. Rising → confirmation path. Falling → narrative fading.

historyHistorical SNB→PLN: +1.39pp avg, n=40

·2026-05-14Anthony Scaramucci Says Bitcoin Poised To Follow The S-Curve Of Adoption Like Amazon, Microsoft: 'Cannot Be Devalued'·2026-05-14Microsoft Reshapes LinkedIn And AI Strategy While Shares Screen As Undervalued ·2026-05-14The Real Reason Microsoft Just Went All-In on AI Infrastructure. It's Not What You Might Think.

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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