TickerTain
$SPCX····$NVDA····$MSFT····$GOOGL····$ANTHROPIC·$TSLA····$CRWV····$NBIS····$HIMS····$TSM····$ASML····$FIGURE·$LYFT····$UBER····$SNOW····$META····$ELEVENLABS·$CURSOR·$COGNITION·$OPENAI·$AAPL····$RKLB····$XAI·$AMZN····$AMD····$000660.KS····$INTC····
←

judson althoff

T2 · manager / operator

CEO of Microsoft's Commercial Business, leading the company's enterprise sales and forward deployed engineering initiative.

1 call·1 name·100% bull·last heard last month·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$MSFTMicrosoftposition

Microsoft deploys $2.5B, 6,000 forward deployed engineers to drive enterprise AI outcomes

Judson Althoff explains Microsoft's new unit combines domain expertise, platform scale, and agentic workflows to help customers compound intelligence and achieve business outcomes, differentiating from pure adoption plays.

Bloomberg Tech2026-07→

most discussed · click a bar to filter

recurring themes

1 total
$MSFT
···
Microsoft
HIGHjudson althoff·Bloomberg Tech·last month· position
Microsoft deploys $2.5B, 6,000 forward deployed engineers to drive enterprise AI outcomes
Judson Althoff explains Microsoft's new unit combines domain expertise, platform scale, and agentic workflows to help customers compound intelligence and achieve business outcomes, differentiating from pure adoption plays.
"THE AIM OF THE BUSINESS IS REALLY TO HELP CUSTOMERS DRIVE FRONTIER TRANSFORMATION ACROSS BUSINESSES. IT IS ABOUT THEIR OUTCOMES AND GETTING VALUE OUT OF AI WHILE HAVING CONTENT --…"
26:10