Google…Shock and Awe strategy….Shocks…..whilst……QCOM rings a bell.

Bottom Line Top: The lesson of the MSFT/Meta reports was simple……and I summed it up like this….If you’re not accelerating and creating innovative opportunity that can be a step function…then what’s the point of AI? AI…in terms of services….as the market sees It….it is supposed to be a game changer not a life preserver….last night...

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