On May 19th, I laid out my near term bearish thesis for shares of MSFT (Clouded by Azure), highlighting investor focus on their public cloud business and valuation: Despite fast growing businesses like Office 365 …
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On May 19th, I laid out my near term bearish thesis for shares of MSFT (Clouded by Azure), highlighting investor focus on their public cloud business and valuation: Despite fast growing businesses like Office 365 …
Continue reading