The Full Ledger

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Page 558

Relationships Matter: Microsoft Has 3 That Keep Me Loading Up

Microsoft sits 20% below its peak, and one analyst keeps loading up, convinced three specific relationships make it untouchable by any other mega-cap tech name. The question is whether the market is missing something…

Alex Sirois · 3 months ago

Will Amazon or Microsoft Solve the AI Energy Bottleneck?

Amazon and Microsoft are each spending close to $200 billion to solve the same AI electricity crisis, yet their strategies look nothing alike. Which playbook survives contact with power grid reality?

Alex Sirois · 3 months ago