$Microsoft(MSFT)$ It’s a good company, but we’ve already seen what happened to GOOG. I don’t like saying it, but I think this report pushes MSFT to $350. It’ll bounce on solid earnings before dropping on increased capex. The hyperscalers are going to keep raising capex. AAPL should be the winner this quarter since they’re sourcing their AI from OpenAI, but once they realize they need way more compute to build their in-house model, they’ll be playing catch up.
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innovation is not a core value of AAPL anymore.