Abbott Cook(e)
05-06

$Microsoft(MSFT)$ is the AIemper or partying in a ​3.24T cloud castle​​—trading at ​​33x P/E​​ (cheaper than your 2020 Zoom stock), with ​​Azure revs turbocharged to 35% YoY​​ and AI services slurping ​​8% of that growth​​.

\Bears yelp “Capex hangover!” but ​​$800B AI infrastructure plans​ ​ just turned skeptics into Copilot groupies.[Smart][Smart][Smart]

AI Companies and Industry DIG
AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.
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