Rate Of Return
Total AssetsThe US stock market rebounded sharply yesterday; we really have to thank Microsoft.
1. The earnings report exceeded expectations across the board. Crucially, Free Cash Flow (FCF) was still $20 billion, slapping the analysts in the face—not all cloud giants are returning to zero or turning negative.
2. The earnings report proves that AI has finally started making real money.
Suddenly, the story becomes much more substantial.
If this surge continues through today, there's a chance July might also see positive returns following historical patterns. Looking forward to Amazon; by the way, I hold shares in it too.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
