
well
big tech absolutely crushedcapex raised across the boardcloud growth rates smashed guidance strong for Q2$Meta Platforms(META.US) the only red name, doesn’t make much sense on 33% growth even if a small DAU miss because of Iranbut $Alphabet(GOOGL.US) $Amazon(AMZN.US) $Microsoft(MSFT.US) crushed show goes onSource: amit
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