Business with Brian on Microsoft (MSFT): the quotes, dated.
6 dated quotes about Microsoft stock (MSFT), selected from all 55 Business with Brian videos published since 2025-09-10 — a selected record, not the complete history. Each links to the exact second on YouTube, with MSFT’s close that day and what the stock did since.
Every quote is reproduced word for word from the video and linked to the second it was said.
- MSFT close, 2026-10-19
- $533.52
- Price since the first quote, Sep 25, 2025
- +5.2%
- S&P 500 (SPY), same period
- +16.5%
- vs the S&P 500
- -11.3 pp
- Latest stance, Oct 4, 2026
- Valuation view
- Mentions found
- 72 in 31 of 55 videos
The short version
In September 2025 Business with Brian cited Microsoft's multiple of about 36 times earnings to argue Alphabet was cheaper. In October 2025 they projected a baseline of Microsoft doubling from 3 trillion to 6 trillion on Azure and enterprise AI, with quantum adding 200 to 300 billion. In December 2025 they said about 27% of their portfolio overlapped with Pelosi's, through holdings including Microsoft. In February 2026 they named Microsoft among software platforms they called backbones of modern infrastructure. In September 2026 they noted a memory chipmaker out-earning Microsoft on margins, and in October 2026 said Microsoft's profits cost about as much as Nvidia's, which grew several times faster.
Summary of the quotes on this page. Updated .
What Business with Brian said last · Oct 4, 2026
Valuation view
“You pay about the same amount for Nvidia's profits as you do for Microsoft's profits. But Nvidia is growing several times faster.”
No clear directional call
These quotes do not establish a clear bullish or bearish call.
MSFT from to . Price movement, not the creator’s realized return.
Price up since 6 of 6 quotes · Stock ahead of SPY: 3 of 6
Leaderboard result: Not scored (no clear directional call). How it is scored
Business with Brian’s price target and valuation calls on MSFT
A price target, a fair-value estimate and a price worth buying at are different things. Each line below quotes which one was said, and when.
Valuation view
You see, Alphabet trades at about 23 times earnings, slightly below its 5-year median of 25 and well under its peers like Microsoft at a 36 or Nvidia at nearly 40.
Valuation view
Microsoft doubles from Azure and enterprise AI from 3 trillion to 6 trillion as a baseline. Quantum adds another 200 to 300 billion, and that's an extra 6% market cap boost.
Valuation view
You pay about the same amount for Nvidia's profits as you do for Microsoft's profits. But Nvidia is growing several times faster.
Price and the calls
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
MSFT · daily close, split-adjusted · 2025-08-26 → 2026-10-19 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $507 |
| 2025-09-30 | $518 |
| 2025-10-31 | $518 |
| 2025-11-28 | $492 |
| 2025-12-31 | $484 |
| 2026-01-30 | $430 |
| 2026-02-27 | $393 |
| 2026-03-31 | $370 |
| 2026-04-30 | $408 |
| 2026-05-29 | $450 |
| 2026-06-30 | $373 |
| 2026-07-31 | $465 |
| 2026-08-31 | $507 |
| 2026-09-30 | $513 |
| 2026-10-19 | $534 |
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
MSFT · daily close, split-adjusted · 2025-08-26 → 2026-10-19 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $507 |
| 2025-09-30 | $518 |
| 2025-10-31 | $518 |
| 2025-11-28 | $492 |
| 2025-12-31 | $484 |
| 2026-01-30 | $430 |
| 2026-02-27 | $393 |
| 2026-03-31 | $370 |
| 2026-04-30 | $408 |
| 2026-05-29 | $450 |
| 2026-06-30 | $373 |
| 2026-07-31 | $465 |
| 2026-08-31 | $507 |
| 2026-09-30 | $513 |
| 2026-10-19 | $534 |
What Business with Brian said, when
- 1
— Valuation view
10:35 “You see, Alphabet trades at about 23 times earnings, slightly below its 5-year median of 25 and well under its peers like Microsoft at a 36 or Nvidia at nearly 40.”
He was making the case that Alphabet is cheaper than its mega-cap peers, using Microsoft's earnings multiple as a comparison.
- 2
— Valuation view
20:54 “Microsoft doubles from Azure and enterprise AI from 3 trillion to 6 trillion as a baseline. Quantum adds another 200 to 300 billion, and that's an extra 6% market cap boost.”
He was estimating how much quantum computing could add to the market caps of large infrastructure companies.
- 3
— Disclosed holding
10:38 “In terms of overlap, the bulk of my portfolio aligns the most with Pelosi, about 27% through Nvidia, Google, Broadcom, Microsoft, and Crowdstrike.”
He was comparing his own portfolio with the backtested portfolios of well-known investors.
- 4
— Named as a pick
7:48 “Then of course, on the software platform side, you've got Microsoft, Apple, Alphabet, Meta, Amazon. These are the backbones of modern infrastructure. Because when you own these, you're not betting on just one product. You're betting on the platforms that the entire economy is currently running on.”
He was walking through the software-platform part of his portfolio breakdown.
- 5
— Mention
14:57 “I'm sorry, but a company running physical fabs is out earning Microsoft on the margin line, and Microsoft sells software, which costs next to nothing to just simply copy.”
He was comparing a memory chipmaker's gross margins with Microsoft's.
- 6
— Valuation view
6:21 “You pay about the same amount for Nvidia's profits as you do for Microsoft's profits. But Nvidia is growing several times faster.”
He was explaining the PEG ratio by comparing the valuations of Nvidia and Microsoft.
No quote added since · 3 later videos from Business with Brian · covers videos through
Other creators on MSFT
- Adam KhooNot buying more+6.5%
- Everything MoneyRisk acknowledged+16.0%
- Sven CarlinValuation view+44.1%
- Joseph CarlsonValuation view+31.8%
- Jeremy LefebvreNamed as a pick+23.1%
- Daniel PronkMention+33.5%
- Tom NashValuation view+8.4%
More from Business with Brian
Business with Brian has spoken on camera about their own MSFT position; the latest, : Weight. See it in the disclosed holdings →
- Amazon AMZNNamed as a pick+0.0%
- Nvidia NVDAValuation view+15.7%
- Alphabet GOOGLRisk acknowledged+32.4%
- Micron MUDisclosed buy+98.8%
- Meta METAValuation view+4.8%
How to read this
Quotes are short excerpts from Business with Brian's public YouTube videos, attributed to the speaker and linked to the timestamp. “Close that day” is MSFT's split-adjusted closing price on the day the video was published (New York time); if markets were closed that day, the last close before it. If the stock has split since a quote, the card shows the price it traded at that day and, beneath it, the split-adjusted close the % change uses. “Since” compares that close with the latest close on 2026-10-19. It is a price observation, not the creator's realized return, and not investment advice. How the price change is calculated. Next to it we show SPY, the ETF tracking the S&P 500, over the same two dates — so a move can be read against the market rather than on its own: why we compare with SPY. Each quote also carries a label — Named as a pick, Risk acknowledged, Reducing — describing what kind of statement it was: see what the labels mean.
Coverage: 55 of 55 videos published since 2025-09-10 covered; 72 Microsoft mentions found. Prices as of 2026-10-19.
Independent record — not affiliated with or endorsed by Business with Brian. Request a correction or removal