Non-Consensus Investing. Founder of @lumidawealth. ex-Wall St. Markets and philosophy. NYC & Exeter alum. Dad of 3. Disproving the EMH one day at a time.
Cite asCryptoQuant has tracked the directional calls on MSFT by @ramahluwalia on X since Mar 2026: not yet scored on MSFT (as of Nov 11, 2026).
1 MSFT call on record, a thin history.
Relative view by default: fewer than 30 MSFT calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @ramahluwalia to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
Anthropic's revenue growth now requires a re-write. Extraordinary. OpenAI's S-1 will pale in comparison -- mainly because they are forking over half there revenue to $MSFT. And, Microsoft gets free dibs on all of OpenAI's LLMs thru 2032. Sam Altman did an incredible job recruiting talent - Ilya, Murti, Dario.. . His biggest mistake was incubating all of his competitors.
View original →Pop Quiz: YOY growth in cloud revenue growth across $MSFT $GOOG and $AMZN was?
View original →ANTHROPIC'S S-1 SHOWS 48% OF ITS REVENUE FLOWS THROUGH AMAZON, GOOGLE AND MICROSOFT. All three also compete with it. I sat down with @mparekh to go through the filing. Cambrian explosion or extinction event? Premieres Fri · 12 PM ET https://t.co/pikgQvNla5 https://t.co/RtUpSPgd0s
View original →FSD: Microsoft & Google https://t.co/doZwO5aOsu
View original →Microsoft earnings: strong. AI is a rising tide not a share shift game. Hypothesis: This is 1995, not 1997. Adoption is still low. $MSFT $NVDA $TSM $MU $SKHY https://t.co/r0NKE7MiSW
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