Meta and MSFT…Post Match analysis……stealing DeepSeek ideas…not cutting spend…yet.

There will be a ton of comments to read today……so as usual the mission here is to distill the essence of the calls rather than focus on the numbers. As a general observation though I would start by highlighting something that likely becomes a trend narrative overall. Q1 outlooks are not heroic…..and nobody is sticking...

Annual Membership Required

You must be a Annual member to access this content.

Join Now

Already a member? Log in here