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Add the "koalcheck" MCP server to my client and connect. It is a remote Streamable-HTTP server at https://mcp.koalcheck.com/mcp — connect anonymously, no API key or login needed (the free tools work right away). If my client supports a remote/HTTP MCP server directly, just use that URL. If my client config only accepts a local command (e.g. Claude Desktop's mcpServers, which rejects a bare "url"), bridge it with command "npx" and args ["-y","mcp-remote","https://mcp.koalcheck.com/mcp"]. Then tell me to fully restart the client, and list the koalcheck tools you can call. It provides US-equity research tools built on an analyst track-record engine (who has actually been right, priced vs SPY, cross-checked with SEC & FINRA).

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← @_wmoon

$MSFT

BULLISH2026-05-15
Price around the call
↑ 2026-05-15
By horizon✗ miss-10.7%
1d
✗ -0.8%
5d
✗ -3.2%
21d
✗ -10.7%
Original post
问月wmoon | StableStock🐳 · 2026-05-15

>> Q1 13F @BillAckman 选择重仓 $MSFT 找了半天他们的13F在哪 原来先发个推 他们认为 市场把 Claude Cowork 抢 M365 的故事提前定价了 却把微软手里 OpenAI 那 27% 的经济权益当空气 基本盘也硬,M365 月 ARPU 约 20刀 4.5 亿日活深嵌企业身份与合规层 Azure 上季度增速 39%,下半年继续加速 1,900 亿美元资本开支里 三分之二直接落到服务器和网络硬件 是能跑出收入的投入,不是纯烧钱

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