bearish
Episode 103: Earnings - MSFT, META, AAPL, INTC - The Custom ASIC Debate!
SUMMARY
- Microsoft's focus on AI resulted in throwing themselves under the bus to keep the AI train going.
- Microsoft's decision to maintain CapEx numbers for AI semis may not align with street expectations.
- Microsoft's shift away from AI for small and medium businesses indicates uncertainty about the utility of AI for a large part of the customer base.
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