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Microsoft Earnings (Market says NO BUENO)

The creator discusses Microsoft's recent earnings, noting strong fundamental growth in sales and profits, particularly in the cloud division. However, the stock reacted negatively due to a decline in the gaming division and increased capital expenditures for data centers, leading to a flat outlook and potential market punishment despite solid performance.

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INTCNeutralLow ConvictionResearch Only

Intel stock flirted with $100 a share, which the creator finds ridiculous.

MSFTNeutralMedium ConvictionSignal-backedPrimary

Microsoft's stock is expected to remain flat in the near term despite strong fundamentals, due to increased CapEx and a weak gaming division.

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