How Parkev Tatevosian, CFA’s view on $MSFT changed

2026-09-15
“Better Buy: Palantir Stock vs. Microsoft Stock | PLTR Stock vs. MSFT Stock”
MSFT is a high-quality 'Hall of Fame' stock with fair-to-undervalued metrics, but offers less upside than PLTR for new capital allocation.

Palanteer is generating a tiny fraction of the overall revenues that Microsoft is generating, but is already earning a profit margin, depending on the metric you look at, better than Microsoft.

Does that make Palunteer stock a better buying opportunity than Microsoft stock at current market prices? Microsoft generated $332 billion in revenue over the trailing 12-month period.

Palunteer a tiny tiny fraction of that at 6.156 billion.

2026-09-04Bullish
“Should Investors Buy Microsoft Stock Instead of Apple Stock? | MSFT Stock vs. AAPL Stock”
Microsoft is preferred over Apple due to more attractive valuation; DCF fair value is $451 vs current price of $511.

Apple and Microsoft have taken radically different approaches to the artificial intelligence boom . Microsoft has invested hundreds of billions of dollars in building data centers and investing in strategically important companies such as OpenAI.

So, given these two very different approaches to the AI boom, which of these two companies is the better stock to buy right now? Over the past decade, Apple and Microsoft have done an excellent job of increasing revenue.

2026-09-02Bullish
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