Google candour + OpenAI detail=MSFT in a tricky place….Market sags

The collective wisdom of the market to process information is unerring. We as individuals may struggle to understand that something is new and impactful…..but collectively the market gets it, gets on it and starts to price…whatever …it…is. I think todays ugly Tech Tape was one of those moments. What happened? In the last 18 hours…...