My Binance Pick call on $MSFT is a beat this #EarningsSeason . Cloud demand has been the main driver, and Azure growth tied to AI workloads is what I'm watching most. If management keeps showing that capex is turning into real revenue, the market will likely forgive the heavy spending. The risk is guidance. A cautious outlook can cut a good quarter short. Also keeping an eye on $GOOGL and $AMZN cloud numbers, since they tend to set the tone for the whole group.
#BinancePick