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Pressure Points: State of the AI Trade - Google, Meta, Microsoft
Big-picture takeaway from Google, Meta, and Microsoft earnings: The mojo AI trade took a step back, while the fundamentals took a step forward.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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By Deepwater Asset Management
5
33 ratings
Big-picture takeaway from Google, Meta, and Microsoft earnings: The mojo AI trade took a step back, while the fundamentals took a step forward.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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