Wind shift?…The Hypers narrative gets a boost….Hello to…’A Barrel of Intelligence ‘ Pricing….and model commoditisation.

Whilst it was a tricky day to be a general member of the Hardware Trade…….it was an awesome day to be a Hyper-Scaler. I cant remember a day when all the big dogs were so universally…’Perky’…..not for a while anyway……MSFT was the laggard at +2.5% whilst everybody else was up 3% or so….Apple lead at...