Microsoft Corporation
On Macro Voices’ show, Larry McDonald argued that CFOs are aggressively issuing equity via convertible bonds, likening the pace to late 2021 and implying insiders smell trouble; he grouped this with notable selling and secondaries across large tech names, framing a shift from momentum to value as supply hits the market 1. Erik Townsend echoed the concern from a different angle, saying prominent AI founders and major private tech firms are racing to sell equity to the public at the same time, reinforcing the idea of a transfer from momentum to value as retail absorbs issuance 1. McDonald further criticized passive index dynamics and S&P/Nasdaq inclusions as increasingly gameable amid mega-cap IPOs/secondaries, contrasting today’s trillion‑scale listings with earlier eras to call it a failure of common sense 1.
From the window to Jul 1, 05:30 ET — this window's take is still to be written.
Where the voices land
All voices 1 voice1 high risk
Risk rising
- MBMatt BarrieRisk rising Barrie says Microsoft is among the hyperscalers whose temptation to peek at and train on customer data is too much. “the temptation to peek on it or train on it is too much” ▶ 22:06 MacroVoices #549 Matt Barrie: AI-gent Provocateu… · 10 Sept
1 high risk
Also asked
Valuation 1 voice← expensive · cheap →1 cheap
Bullish
- JCJames ChanosBullish Chanos sees Microsoft and Meta as the most attractive hyperscalers because of their profitable end markets and best economics. “those two of the hyperscalers are probably, to us, the most attractive of the hyperscalers for that reason alone” ▶ 51:32 Jim Chanos & Gary Marcus: Circular AI Financing,… · 25 Sept
Mentions
44 in September 2026Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Bloomberg 13 mentions
- Dan Nathan 6 mentions
- The Kobeissi Letter 5 mentions
- Ed Zitron 3 mentions
- Walter Bloomberg 2 mentions
- Jack Farley 2 mentions
- David Lin 2 mentions
- Erik Townsend 2 mentions
See what your own voices say about Microsoft Corporation, every morning.
Start a desk