Offshore
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App Economy Insights
$MSFT Microsoft wants to be a 'token factory.'
Let's break down the quarter.
☁️ Azure +38% fx neutral.
⚠️ Cloud Margin contract 4pp.
🤖 Copilot reaches 15M paid subs.
💰 CapEx surge 66% Y/Y to $37.5B.
https://t.co/G0FPUFNDWh
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$MSFT Microsoft wants to be a 'token factory.'
Let's break down the quarter.
☁️ Azure +38% fx neutral.
⚠️ Cloud Margin contract 4pp.
🤖 Copilot reaches 15M paid subs.
💰 CapEx surge 66% Y/Y to $37.5B.
https://t.co/G0FPUFNDWh
tweet
Offshore
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Quiver Quantitative
Representative Mike Collins bought up to $165K of a meme coin called Ski Mask Dog over the last year.
It has now fallen 97% from its all-time high last December.
Outsider trading? https://t.co/1D4NSHlWuv
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Representative Mike Collins bought up to $165K of a meme coin called Ski Mask Dog over the last year.
It has now fallen 97% from its all-time high last December.
Outsider trading? https://t.co/1D4NSHlWuv
tweet
Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: The last four instances $MSFT fell >11% & the subsequent CAGR:
3/16/2020 → 22%
7/19/2013 → 25%
1/22/2009 → 23%
4/28/2006 → 17%
Of course past performance never guarantees future results, yet it’s a fun exercise that helps illustrate the potential when buying amid fear. https://t.co/U0YcKeUhrk
tweet
RT @DimitryNakhla: The last four instances $MSFT fell >11% & the subsequent CAGR:
3/16/2020 → 22%
7/19/2013 → 25%
1/22/2009 → 23%
4/28/2006 → 17%
Of course past performance never guarantees future results, yet it’s a fun exercise that helps illustrate the potential when buying amid fear. https://t.co/U0YcKeUhrk
Worst selloffs in Microsoft history:
- Crash of 87
- Tech crash
- GFC
- Covid
- Azure misses buyside bogey https://t.co/5PxMVrdxq9 - modest proposaltweet
Offshore
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Brady Long
What stood out to me was how honest this felt about mental load. We’re constantly holding onto work, family, plans, guilt, intentions, legit everything.
I feel intelligence should help hold context instead of demanding it.
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What stood out to me was how honest this felt about mental load. We’re constantly holding onto work, family, plans, guilt, intentions, legit everything.
I feel intelligence should help hold context instead of demanding it.
Your context matters more than your prompts.
That’s what we’re building at Thine. https://t.co/9x4l4DpoRB - Thinetweet