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Microsoft Corp (MSFT US)
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732
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Information Technology
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United States
Microsoft Corporation operates as a software company. The Company offers applications, extra cloud storage, and advanced security solutions. Microsoft serves customers worldwide.
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bearish
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Thematic (Sector/Industry)
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06 May 2024 10:05
AMD's MI300 Disappointment, Hyperscalers Capex, and FPGAs
This is my earnings overview for the Hyperscalers, AMD, and thoughts specifically on FPGAs. I will start with a AMD section. Shares are down ~6-7%...
Fabricated Knowledge
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211 Views
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bullish
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Amazon.com Inc
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01 May 2024 18:33
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Syndicated
Amazon 1Q'24 Update
Now that Meta, Alphabet, Microsoft, and Amazon all reported their quarters, we now have better context to how their quarters went.
MBI Deep Dives
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331 Views
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bullish
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Thematic (Sector/Industry)
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01 May 2024 18:09
[Blue Lotus Daily - TMT Update]:TCOM US/ATAT US/METAUS/MSFTUS /GOOGLUS /SNAPUS/3690HK/NTESUS/SHEINUS
rainfall will impact travel during Labor Day. Meituan expand into the Middle East Riyadh. NPPA released the game code. SHEIN designated asVLOP....
Blue Lotus Research Institute
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169 Views
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bullish
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Thematic (Sector/Industry)
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23 Apr 2024 09:59
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Podcast
Josh Wolfe: The ChatGPT of Robotics is Coming
AI detectors struggle with grading essays, Chat GPT essays are average, Delve can detect AI generated content, AI has various industrial...
Odd Lots
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227 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
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23 Apr 2024 02:07
Taiwan Tech Weekly: Semi/AI Darlings Slammed; TSMC Supply Chain Insights; ASE Wins Key IPhone Order
Taiwan tech shares drop sharply due to global selling, with semiconductor and AI companies most affected. TSMC sheds light on the semiconductor...
Vincent Fernando, CFA
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