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MSFT/GOOGL/AMZN

Investors & research · 32 curated contributors. How we select contributors.

Blended score +10 (n = 1 contributor) · how it’s computed

Only one contributor in the curated list has called this ticker, so it is hidden from the home page by default.

Latest call by contributor

One latest recorded call per contributor in the curated list, newest first. These are the calls used in the blend.

1 bullish0 bearish0 mixed / exit

  • Dan Niles
    @DanielTNiles
    Fund manager
    Bio & sources
    Bullish+10
    “@CongConsensus To your point, there are already signs of this. The three big public cloud vendors of $MSFT $GOOGL $AMZN with strong balance sheets that do not have the same external financing pressures are +15.6% from the 7/29 Situational Awareness closing low. Meanwhile the neo-clouds of”
    View tweet ↗

Individual calls

Full history in the curated list, newest first. Earlier calls remain visible but do not count toward the blend.

DateContributorInstrumentClaim (verbatim)HorizonScoreSource
2026-10-18Dan Niles
@DanielTNiles
Fund manager
MSFT/GOOGL/AMZN“@CongConsensus To your point, there are already signs of this. The three big public cloud vendors of $MSFT $GOOGL $AMZN with strong balance sheets that do not have the same external financing pressures are +15.6% from the 7/29 Situational Awareness closing low. Meanwhile the neo-clouds of”—+10Tweet ↗