---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43053969.md"
description: "Waiting for the beautiful view of the Han River.(After being reminded that Microsoft only adjusted its reporting scope, market sentiment can be as fickle as a monkey changing its mind 🐒, let's wait and see)"
datetime: "2026-07-29T23:14:19.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43053969.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43053969.md)
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author: "[輸棟樓的韭菜](https://longbridge.com/en/profiles/10647684.md)"
---

# Waiting for the beautiful view of the Han River.(A…


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## Comments (9)

- **AI应用救我一下啊 · 2026-07-30T02:10:31.000Z**: StockPro also suspects it might soften further, so I'm even more at ease, holding steady.
  - **輸棟樓的韭菜** (2026-07-30T02:16:26.000Z): What? Is it Hynix StockPro?
- **SpiceMonkey · 2026-07-29T23:58:07.000Z**: Mainly because there was no further upward revision, I think this might be based on Microsoft's earlier layout of AI data centers. Many long-term investments were completed previously; they built the factories first, and now it's just about quickly buying cards for deployment. Revenue recognition is
  - **輸棟樓的韭菜** (2026-07-30T00:12:07.000Z): Microsoft's own previous statements indeed indicated sufficient demand, but Azure's infrastructure and capabilities were not yet enough to meet that demand.
  - **SpiceMonkey** (2026-07-30T02:04:16.000Z): Yes, so basically as long as production capacity is online, revenue can be recognized quickly
- **物极必反 · 2026-07-29T23:18:53.000Z**: Hardware investment hasn't decreased; it's just a matter of rephrasing.
  - **輸棟樓的韭菜** (2026-07-29T23:26:23.000Z): Yeah, you're right. I'll take a closer look at the earnings call later.
- **akski · 2026-07-29T23:15:21.000Z**: 😋😋😋Can the wreaths on the Hanjiang River reach Pupu Street?