MSFT | SOURCE: THE A16Z SHOW - FROM COPILOTS TO AGENTS: REBUILDIN
Feb 18, 2026 IC-REF: 612c7355

MSFT: Insider Accumulation vs. Sentiment Analysis

Executive Thesis: Microsoft remains the primary beneficiary of enterprise AI transformation as companies move from copilot tools to autonomous agents, but current insider behavior suggests waiting for better entry timing.


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