BIg Picture…..The only thing that matters is…Acceleration. MSFT, NOW, META

TBH……Earnings after the close last night was a bit of a….frenetic waste of time. Busy for sure in terms of the need to listen to the calls…..but in terms of…Learnings….there was not much new here…and for the most part the market came with a set of preconceived opinions and pretty much decided to follow those....

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