L.Lim
04-30
I am obviously on google and amazon's side.
They made the rights moves with the available resources, while microsoft felt like they kept trying to force changes with the success they had from investing in openai and having the first mover's advantage.
Microsoft failed to understand that they should have branched out organically, instead of trying to force feed new functionalities down the throats of existing users who were happy to varying degrees with the status quo. By making hasty moves, and not listening to feedback, they lost ground to others who were later to the game. Hopefully someone is there to steer things the right way, before it is too late.
Earnings Season: Divergence or Surprise, Which Stocks Are You Looking at?
Nearly two-thirds of the way through the earnings season, S&P 500 is reporting impressive results. Both the percentage and the magnitude of earnings surprises are above recent averages. As a result, the index is reporting higher earnings for the first quarter today relative to the end of last week and relative to the end of the quarter. In addition, the index is reporting its highest earnings growth rate since Q4 2021. ------- Which company bring us surprises or misses? What stocks are you looking at? Share with fellow tigers and win tiger coins~
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