Skip to content
Fundamentalis
Fundamentalis
Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

Category: MSFT

Semiconductors Looking Wobbly: Micron Estimate Revisions Sharply Negative Post Earnings

January 1, 2025 Brian Gilmartin Leave a comment

Bespoke put out a note on New Years Eve talking about the lousy action in semiconductors and the SMH (semiconductor…

Continue Reading →

Posted in: MSFT, mu, SMH (semiconductor ETF)

Microsoft Earnings Preview: Another Case of Low Expectations for a MegaCap Name

October 28, 2024 Brian Gilmartin Leave a comment

The software and Azure giant Microsoft is scheduled to report it’s fiscal Q1 ’25 on Wednesday night, October 30 ’24,…

Continue Reading →

Posted in: MSFT

SP 500 Earnings: Capex is not Earnings / Tech Revisions Still Positive

July 26, 2024 Brian Gilmartin Leave a comment

Occasionally this blog posts this – what is essentially a net income chart from LSEG I/B/E/S – for the SP…

Continue Reading →

Posted in: Capex, GOOG, GOOGL, MSFT, Technology

SP 500 Earnings: Tech Sector Revisions Still Positive After Salesforce Last week

June 3, 2024 Brian Gilmartin Leave a comment

The brief SP 500 earnings update published Sunday afternoon, June 2nd, ’24, showed some critical data on SP 500 earnings.…

Continue Reading →

Posted in: MSFT, SP 500 EPS "rate-of-change", SP 500 forward estimate rate of change

Microsoft Earnings Preview: Watching AI’s Contribution to Azure

April 24, 2024 Brian Gilmartin Leave a comment

Microsoft, the enterprise software giant is scheduled to report their fiscal Q3 ’24 financial results after the bell on Thursday,…

Continue Reading →

Posted in: MSFT

Post navigation

Page 1 of 14
1 2 … 14 Next →

Fundamentalis

  • SP 500 Earnings: Financials Report This Week – Expectations Are Quite High and Compares Are Tough
  • Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022
  • A Quick Look at Q4 ’25 EPS and Revenue for SP 500: Tech Sector EPS Grew 30.9% in Q3 ’25
  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026
  • Gold Breaks a 40-year Correlation. Does This Signal a Problem for SP 500 Forward Returns ?

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis