J
Jul 7 at 04:53 AM
while semis swung 14% in two days and SpaceX made history twice in a month, $Microsoft(MSFT.US) just sat there and did its thing. holding for the AI capex exposure without the daily heart attack. boring and steady on a week full of fireworks. Samsung's $58B print is a tailwind for Azure AI workloads too, not just the memory names.
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