Microsoft
$194.26
last price
-13.19%
session
$33B
market cap
90
highest conviction
Where it earns weight.
Conviction answers one question: if the claim turns out to be true, how directly does this name benefit? The score sets the size, and the formula is published.
Software after agents
90/100Owns the workflow, the model access and the distribution.
Software pricing shifts from seats to outcomes as agents do work that used to require a licence per person.
Build this bookPrototype figures. The price, session move, market cap and chart above are generated deterministically from the ticker text. They are not live quotes. The conviction scores and written reasons are real editorial judgements, described on the methodology page.