$Microsoft(MSFT)$ Cloud and AI

$Microsoft(MSFT)$ Cloud and AI…… is there enough to go around? To me there are always Winner and Loser.

$Alphabet(GOOG)$ may be the gold standard. Where does that leave Meta and MSFT? As tools it by and as products are developed, adding scale to the New Products.

I guess it comes down to the speed of delivery and quality.

The rush to market will cause hiccups.

AI Companies and Industry DIG

AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":365670821040176,"tweetId":"365670821040176","gmtCreate":1730301143524,"gmtModify":1730301149225,"author":{"id":3479274717122482,"idStr":"3479274717122482","authorId":3479274717122482,"authorIdStr":"3479274717122482","name":"mizzmo","avatar":"https://static.tigerbbs.com/8c93cde9144b779ded3076616f3e20b8","vip":8,"userType":8,"introduction":"运营账号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":134,"starInvestorFlag":false},"themes":[{"themeId":"d8920357bb7e4b278997e831493a942a","categoryId":"7cf744760f454845a1870a05ea4e151d","name":"AI Companies and Industry DIG","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":d8920357bb7e4b278997e831493a942a}&rnconfig={\"headerBarHidden\": true}","description":"AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.","image":"https://community-static.tradeup.com/news/4603961061b4e1f67cb838e908cb17bf"}],"images":[],"coverImages":[],"html":"<html><head></head><body> <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <v-v data-views=\"1\"></v-v>Cloud and AI…… is there enough to go around? To me there are always Winner and Loser. <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> may be the gold standard. Where does that leave Meta and MSFT? As tools it by and as products are developed, adding scale to the New Products. I guess it comes down to the speed of delivery and quality. The rush to market will cause hiccups. </body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <v-v data-views=\"1\"></v-v>Cloud and AI…… is there enough to go around? To me there are always Winner and Loser. <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> may be the gold standard. Where does that leave Meta and MSFT? As tools it by and as products are developed, adding scale to the New Products. I guess it comes down to the speed of delivery and quality. The rush to market will cause hiccups. </body></html>","text":"$Microsoft(MSFT)$ Cloud and AI…… is there enough to go around? To me there are always Winner and Loser. $Alphabet(GOOG)$ may be the gold standard. Where does that leave Meta and MSFT? As tools it by and as products are developed, adding scale to the New Products. I guess it comes down to the speed of delivery and quality. The rush to market will cause hiccups.","highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/365670821040176","repostId":0,"isVote":1,"tweetType":1,"viewCount":380,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["GOOG","MSFT"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":298,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/365670821040176"}