amit
2026.04.29 23:57

well

big tech absolutely crushed

capex raised across the board

cloud 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 Iran

but $Alphabet(GOOGL.US) $Amazon(AMZN.US) $Microsoft(MSFT.US) crushed

show goes on

Source: amit

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