$MSFT

I published my $AMZN, $GOOGL, $MSFT and $META Q1 earnings take: 1. Cloud operating margins are expanding with AI workloads (AWS 37.7%, GCloud 32.9%) 2. Custom ASIC is a key advantage, and $AMZN and $GOOGL are taking $NVDA head-on. 3. $AMZN has $225 BILLION in revenue commitments for Trainium! 4. $META and $GOOGL ad business are accelerating because of AI 5. The era of subsidized compute is over - $MSFT GitHub is the tell More in the article. https://t.co/kDF4Xk3wD4