I need to rush off to a bunch of meetings, but I at least wanted to share the “big three” earnings reactions. During my tastylive show, I specifically said that GOOGL was far and away best positioned of the three. It seems I nailed that one right on the head.
MSFT, however, is taking it on the chin.
The worst of the lot is META, whose insane AI expenses are torching them after hours. This all falls directly into the purview of THE TALE, which I’ll relate to you one day.
