PQUS5.030%
as of Jul 21
MSFT
GrowthMICROSOFT CORP
Microsoft Corporation develops and supports software, services, devices, and solutions worldwide. The Productivity and Business Processes segment offers Microsoft 365 commercial, enterprise mobility + security, windows commercial, power BI, exchange, sharepoint, Microsoft teams, security and compliance, and copilot; Microsoft 365 commercial products, such as Windows commercial on-premises and office licensed services; Microsoft 365 consumer products and cloud services, including Microsoft 365 consumer subscriptions, office licensed on-premises, and other consumer services; LinkedIn; dynamics products and cloud services, such as dynamics 365, cloud-based applications, and on-premises ERP and CRM applications.
Close · 3M
-1.74%
Held by 5 AI ETFs
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals9
Win rate89% (8/9)
Avg buy return+2.13%
PQUS · Weight increase · 2d
PQUS has exhibited a clear upward adjustment in its Microsoft (MSFT) weighting over the past two days, with the stock's allocation increasing from 4.89% on July 16th to 5.06% on July 18th. This gradual, stepped accumulation rather than an abrupt rebalance is consistent with the fund's stated "measured turnover" style. This calculated upward adjustment in weighting likely stems from Microsoft's recent price depreciation, which has seen its stock decline by -20.9% over the past year and trade at 73% of its 52-week high. The AI ranking system within PQUS appears to be capitalizing on this relative undervaluation, recognizing the company's sustained financial strength, evidenced by its 17.87% revenue growth and particularly high 33.13% return on equity. The fund’s sector-balance and concentration rules also help explain the daily, incremental nature of these increases, ensuring the AI can integrate MSFT's enhanced attractiveness while adhering to predefined portfolio constraints within this US large-cap fund's periodic rebalancing framework.
weight 4.890% → 5.060% (+0.170 pp)·stock down 0.0% in the 30 days before
Jul 18·entry $402.29·now $402.29Fresh
0.00%
since Jul 18
PQUS · Weight decrease · 2d
The pattern in PQUS for Microsoft reveals a minor, gradual consecutive weight decrease, moving from 4.92% on July 10th to 4.88% by July 12th, immediately after a substantial prior increase in allocation. This specific cadence suggests that while Pictet Asset Management's AI ranking system likely initiated a significant buy-in on MSFT (given its 33.13% ROE, 17.87% revenue growth, and current price at 71% of its 52-week high after a -9.8% 30-day return), the subsequent slight reduction is an adjustment. The measured turnover style and the layered sector-balance and concentration rules within the AI's management of ~165 US large caps would drive such small daily trims to optimize the overall portfolio, rather than signaling a fundamental shift in the AI’s positive view of the stock.
weight 4.920% → 4.880% (-0.040 pp)·stock down 4.5% in the 30 days before
Jul 12·entry $390.99·now $402.29
+2.89%
since Jul 12
PQUS · Weight increase · 2d
The weight change for Microsoft in PQUS shows an initial dip followed by a clear pattern of consecutive increases, culminating in a significant 0.52 percentage point jump on July 10th. This stepped re-allocation aligns with the fund’s AI ranking system, which likely identified an opportunity in Microsoft’s current valuation, trading at 71% of its 52-week high after experiencing negative 30-day and 90-day returns. Despite these recent price declines, Microsoft’s underlying fundamentals, including 17.87% revenue growth and 33.13% ROE, present a compelling case for a US large-cap focused strategy. Pictet Asset Management's AI, operating within its periodic rebalance schedule for this newer fund, thus appears to have strategically increased exposure to a high-quality US large-cap at a reduced price, adhering to its measured turnover style.
weight 4.350% → 4.920% (+0.570 pp)·stock down 4.5% in the 30 days before
Jul 10·entry $385.10·now $402.29Drifting
+4.46%
since Jul 10
PQUS · Weight decrease · 2d
MSFT is trading at $384.28, which places it at 71% of its 52-week high, following a 30-day return of -7.9% and a 1-year return of -20.0%, indicating a challenging recent trajectory. Despite the Information Technology company's 17.87% revenue growth and 33.13% ROE, the AI ranking system guiding Pictet's PQUS appears to be reacting to this recent share price behavior. The fund's periodic rebalancing has translated the AI's lower ranking for MSFT into consecutive weight reductions from 4.41% to 4.23% over July 1st and 2nd, even while maintaining sector-balance and concentration rules within its 165 US large-cap holdings.
weight 4.410% → 4.230% (-0.180 pp)·stock down 11.5% in the 30 days before
Jul 2·entry $390.49·now $402.29
+3.02%
since Jul 2
+9.15%
since Jun 27
+0.63%
since Jun 14
LQAI · Weight increase · 2d
Microsoft's financial metrics, including a PER of 23.36, PBR of 10.76, revenue growth of 17.87%, and an ROE of 33.13%, suggest a fundamentally sound company with strong profitability. The LG-Qraft AI engine, managing LQAI’s core large-cap, AI-driven portfolio, likely recognized these underlying qualities as aligning with its selection criteria, which seeks balance rather than heavy factor tilts. The consecutive increases in Microsoft’s weight within LQAI, observed from July 13th through July 16th, occurred while the stock was trading at $393.82, a level representing 73% of its 52-week high and following a 20.9% decline over the past year. This timing indicates the Qraft AI ranking system specifically identified Microsoft's sustained financial health at what it considered a more favorable entry point within its US large-cap core universe, prompting the specific, sustained allocation adjustments rather than a reactive momentum play.
weight 3.830% → 4.070% (+0.240 pp)·stock up 0.3% in the 30 days before
Jul 16·entry $401.10·now $402.29Fresh
+0.30%
since Jul 16
LQAI · Weight decrease · 3d
LQAI's Qraft AI ranking, applied across its approximately 100 US large-cap core holdings with weekly rebalancing, appears to be systematically adjusting its exposure to Microsoft. Despite strong financial metrics like a 17.87% revenue growth and a 33.13% ROE, the fund's AI model has incrementally reduced its weight in MSFT following a period of underperformance. The consistent consecutive decreases, from 3.90% to 3.80% over several days, suggest the Qraft engine is reacting to the stock's negative price momentum, evidenced by its -9.8% 30-day return. This reflects LQAI's AI-driven name selection method making granular shifts based on its evolving algorithmic assessment within the large-cap universe.
weight 3.900% → 3.800% (-0.100 pp)·stock down 4.5% in the 30 days before
Jul 10·entry $385.10·now $402.29
+4.46%
since Jul 10
LQAI · Weight decrease · 2d
Microsoft's stock currently trades at $385.10, positioned at 71% of its 52-week high and showing negative returns across recent periods, including -9.8% over 30 days and -22.3% over one year. LQAI, managed by the LG-Qraft collaboration, applies Qraft's AI ranking to its US large-cap core universe, rebalancing weekly. At this price level, and despite MSFT's 17.87% revenue growth and 33.13% ROE, the AI system for LQAI adjusted Microsoft's ranking, leading to a consecutive weight decrease from 3.85% to 3.81% on July 8th and 9th. This reduction reflects a recalibration within LQAI’s AI-driven core large-cap strategy, which selects names without heavy factor tilts and responds to the Qraft AI’s weekly analysis of its 100-stock portfolio.
weight 3.900% → 3.810% (-0.090 pp)·stock down 6.6% in the 30 days before
Jul 9·entry $384.36·now $402.29
+4.66%
since Jul 9
LQAI · Sudden change · 1d
The LG-Qraft AI engine, governing LQAI's roughly 100 US large-cap core holdings with a weekly rebalance, evidently re-evaluated Microsoft's position within its selection universe. Observing Microsoft's current price of $388.84, which reflects a 1-year return of -20.7% from its highs, the Qraft AI ranking mechanism likely identified a compelling entry point. Despite recent market dips for the stock, the AI's algorithm, which operates without a heavy factor tilt, appears to have prioritized the company's underlying financial strength, as seen in its 33.13% ROE. This re-assessment led to the observed increase in allocation from 3.28% to 3.90% within the portfolio during the latest rebalance period.
weight 3.280% → 3.900% (+0.620 pp)·stock down 9.2% in the 30 days before
Jul 7·entry $388.84·now $402.29
+3.46%
since Jul 7
LQAI · Weight increase · 2d
The recent daily adjustments for MICROSOFT CORP in LQAI show a gradual yet distinct accumulation, with two consecutive increases in its weight culminating at 3.33% by July 2nd. This measured increase in allocation, occurring after the stock endured a 7.3% decline over 30 days and now trading at 72% of its 52-week high, aligns with LQAI's AI-driven core large-cap methodology. The Qraft AI selection engine appears to recognize MICROSOFT CORP's underlying financial strength—evidenced by 17.87% revenue growth and 33.13% return on equity—as an attractive opportunity at this significantly lower valuation, prompting the fund to adjust its position through its weekly rebalancing schedule.
weight 3.050% → 3.330% (+0.280 pp)·stock down 11.5% in the 30 days before
Jul 2·entry $390.49·now $402.29Drifting
+3.02%
since Jul 2
+7.85%
since Jun 30
+14.02%
since Jun 25
+9.51%
since Jun 22
+6.03%
since Jun 18
BUZZ · Weight increase · 2d
Microsoft shares are currently priced at $393.82, settling at 73% of their 52-week high after recording an 8.0% negative 30-day return and a 20.9% negative 1-year return. This price trajectory, particularly the recent downturn, often triggers heightened discussion across social media, blogs, and news, which are sources BUZZ's NLP algorithm analyzes to rank stocks by positive-sentiment intensity. The observed consecutive weight increases for MSFT, culminating at 3.37% on July 16th, suggest a strengthening of positive sentiment among these sources, even for a company with a 17.87% revenue growth and a 33.13% return on equity. Such a move by this algorithmic sentiment tracker, which rebalances monthly and aims to mirror retail-crowd signals, implies an increasing positive perception despite the stock's year-long price decline from its 52-week high.
weight 3.080% → 3.370% (+0.290 pp)·stock up 0.3% in the 30 days before
Jul 16·entry $401.10·now $402.29Fresh
+0.30%
since Jul 16
BUZZ · Weight increase · 2d
Microsoft's PER of 22.96, PBR of 10.76, Revenue Growth of 17.87%, and ROE of 33.13% signify a strong financial foundation, which likely generates a consistent positive sentiment among online discussions monitored by the VanEck BUZZ ETF's NLP algorithm. This positive sentiment appears to have amplified during a period when MSFT experienced a 30-day return of -16.4%, trading around $384.93 and 71% of its 52-week high. Consequently, as BUZZ tracks positive-sentiment intensity derived from social media, blogs, and news, the ETF exhibited a detected pattern of increasing its allocation to Microsoft, moving from 2.9700% on July 1st to 3.1500% by July 13th. Given BUZZ's style as an algorithmic sentiment tracker, this allocation shift reflects an uptick in positive chatter surrounding Microsoft, potentially as the market began to perceive value in the stock after its recent price correction.
weight 3.000% → 3.150% (+0.150 pp)·stock down 1.6% in the 30 days before
Jul 13·entry $390.99·now $402.29Drifting
+2.89%
since Jul 13
BUZZ · Weight decrease · 2d
The weight for Microsoft within BUZZ showed a gradual, two-day decrease from 3.09% to 3.00% between July 7th and July 9th. This minor daily reweighting for MSFT, which reflects the ETF's algorithmic sentiment tracking methodology, aligns with the stock's recent performance trajectory. With Microsoft trading at $385.10 and experiencing a negative 9.8% return over the prior 30 days, the NLP system likely identified a diminishing positive-sentiment intensity across its monitored social media, blogs, and news sources. This indicates the fund’s design, which aims to capture shifts in retail-crowd signals, registered a cautious shift toward the tech giant, even as its revenue growth of 17.87% and return on equity of 33.13% are evident.
weight 3.090% → 3.000% (-0.090 pp)·stock down 6.6% in the 30 days before
Jul 9·entry $384.36·now $402.29
+4.66%
since Jul 9
BUZZ · Weight increase · 2d
The detected pattern for MSFT in BUZZ shows a consecutive weight increase, moving from 2.87% to 2.97% and then to 3.06% over two trading days, indicating a clear upward shift in its positioning. This gradual yet consistent rise is consistent with BUZZ's algorithmic sentiment tracking, which likely identified a growing positive social media and news buzz around the company. Sentiment appears to be responding to MSFT's current price of $386.74, which stands at 71% of its 52-week high after a year of negative returns, potentially signaling a perception of increased value among the retail crowd. The company's 17.87% revenue growth and 33.13% return on equity provide a solid fundamental backdrop that could fuel a positive narrative for a stock trading below its peak.
weight 2.870% → 3.060% (+0.190 pp)·stock down 11.5% in the 30 days before
Jul 2·entry $390.49·now $402.29Drifting
+3.02%
since Jul 2
+14.02%
since Jun 25
AIEQ · Weight increase · 2d
The weighting for MSFT in AIEQ exhibits a stepped increase over the observation period, culminating in consecutive daily increases on July 16 and 17, rather than a gradual linear progression. This dynamic pattern aligns with AIEQ's daily rebalancing and high-turnover strategy, which allows the IBM Watson NLP engine to swiftly adjust positions in response to new information. Given MSFT's current price of $393.82, sitting at 73% of its 52-week high and showing an -8.0% 30-day return, the AI's models likely perceived an attractive entry point for a fundamentally sound company. The system, which blends fundamentals and sentiment, likely weighed the stock's significant revenue growth of 17.87% and its 33.13% ROE against the recent price dip, generating increasingly positive rankings that led to the sustained allocation increases.
weight 3.030% → 3.150% (+0.120 pp)·stock down 0.0% in the 30 days before
Jul 17·entry $393.82·now $402.29Drifting
+2.15%
since Jul 17
AIEQ · Weight decrease · 2d
Amplify's AIEQ, managed by EquBot, initiated a consecutive weight decrease in Microsoft as its IBM Watson NLP engine likely registered a shift in sentiment or fundamental signals. The fund's strategy, which includes daily rebalancing of its 140-180 US stock portfolio, allows for rapid adjustments based on its daily ranking output. Despite Microsoft's 17.87% revenue growth, the stock's 90-day return of -4.7% and its current position at 71% of its 52-week high, probably contributed to a reduced priority in Watson's analysis, prompting the daily de-allocation in the sentiment and fundamentals hybrid model. This high-turnover fund's methodology is designed to react promptly to such evolving data points from news, filings, and social posts.
weight 3.090% → 3.030% (-0.060 pp)·stock down 4.5% in the 30 days before
Jul 11·entry $390.99·now $402.29
+2.89%
since Jul 11
AIEQ · Weight decrease · 2d
The detected pattern in AIEQ's MSFT weighting shows a recent acceleration of decreases, with the allocation falling from 3.22% to 2.98% over two consecutive days, reaching its lowest point in the provided history. This daily adjustment reflects AIEQ’s distinct strategy, which leverages IBM Watson’s NLP to process vast data streams for a sentiment and fundamentals hybrid approach. Despite Microsoft’s solid underlying financials, including 33.13% ROE and 17.87% revenue growth, the system likely detected a shift in market sentiment or short-term fundamental concerns. With Microsoft’s price experiencing a -7.9% 30-day return and currently trading at 71% of its 52-week high, the fund’s high-turnover nature enables its risk overlay to swiftly reduce exposure in response to identified negative signals. This precise, data-driven recalibration demonstrates AIEQ's agile management of its 140-180 stock portfolio.
weight 3.300% → 2.980% (-0.320 pp)·stock down 16.6% in the 30 days before
Jul 1·entry $384.28·now $402.29
+4.69%
since Jul 1
+7.86%
since Jun 26
+9.51%
since Jun 21
+6.03%
since Jun 18
AIVL · Weight decrease · 3d
Trading at $390.99, Microsoft currently sits at 72% of its 52-week high, having experienced a 13.2% decline over the past 30 days and a 21.4% drop over the last year. AIVL's AI, tasked with distinguishing genuine value from value traps within its pre-filtered US value-factor pool, initiated a position in Microsoft on July 2nd, but then began a consecutive reduction in weight from 0.8615% to 0.8476% over the subsequent days. Despite the stock's significant price decrease, the fund's AI likely assessed that Microsoft's P/E of 22.96 and P/B of 10.76, even alongside its 17.87% revenue growth and 33.13% ROE, were still too elevated to align with the fund's deep value criteria.
weight 0.854% → 0.848% (-0.006 pp)·stock down 4.5% in the 30 days before
Jul 10·entry $385.10·now $402.29
+4.46%
since Jul 10
AIVL · Weight decrease · 2d
Microsoft's PER of 22.96 and PBR of 10.76, while elevated compared to typical value benchmarks, are counterbalanced by its 17.87% revenue growth and 33.13% return on equity, all metrics AIVL’s AI uses to score names within its US value-factor pool. The stock's substantial 1-year return of -22.3% and its current position at 71% of its 52-week high likely made it appear as a potential value opportunity, leading to its initial inclusion at 0.8615% on July 2nd. However, the subsequent consecutive weight decrease from 0.8541% on July 7th to 0.8489% by July 9th suggests a re-evaluation by the AI. This minor de-emphasis indicates the AI, in its role of distinguishing genuine value from value traps through continuous scoring of fundamentals and valuation metrics, likely found other names more aligned with its specific criteria or deemed Microsoft’s valuation still relatively stretched for its value mandate.
weight 0.854% → 0.849% (-0.005 pp)·stock down 6.6% in the 30 days before
Jul 9·entry $384.36·now $402.29
+4.66%
since Jul 9
AIVL · New entry · 1d
Microsoft's PER of 22.9 and PBR of 10.76 might appear elevated, yet AIVL’s AI-driven method, which deeply considers fundamentals like its 33.13% ROE and 17.87% revenue growth, likely identified the company as genuine value within its pre-filtered US value-factor universe. This AI initiated the new 0.8615% allocation to Microsoft on 2026-07-02, coinciding with a period where the stock registered a -7.3% 30-day return and currently trades at 72% of its 52-week high. This recent price depreciation, bringing the stock to $390.49, likely brought Microsoft into a more compelling valuation range for the AI's assessment, aligning with its mandate to distinguish strong, fundamentally sound companies from mere value traps.
weight 0 → 0.862% (new)·stock down 11.5% in the 30 days before
Jul 2·entry $390.49·now $402.29Drifting
+3.02%
since Jul 2
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Jul 12
AI ETFs are actively holding Microsoft in their portfolios, with some funds showing recent accumulation and others a slight decrease in weight, indicating a mixed but overall bullish sentiment. This contrasts with a Buffett-style framework verdict which, while recognizing Microsoft's superior business quality, concludes that its current market valuation does not offer a sufficient margin of safety for investment.
- Circle of CompetenceThe underlying unit economics of Microsoft's diverse and recurring revenue streams allow for reasonable long-term cash flow projections.
- Economic MoatMicrosoft possesses durable moats through high switching costs for its enterprise software and cloud services, network effects, and a powerful global brand.
- ManagementManagement exhibits strong strategic leadership, a track record of disciplined capital allocation, and clear alignment with shareholder interests.
- Financial HealthMicrosoft demonstrates exceptional financial health with consistently high returns on equity, robust operating margins, and a strong balance sheet.
- Margin of SafetyDespite being a wonderful company, its current valuation metrics (PER 22.96, EV/EBITDA 40.4) do not present a defensible discount or significant margin of safety.
Microsoft represents an outstanding business, excelling in every aspect of quality including its predictable earning power, strong economic moats, capable management, and robust financial health. However, the current share price, with its high valuation multiples, does not provide the defensible discount necessary to satisfy a strict margin of safety criterion, leading to an overall 'Fail' verdict within this framework.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.