
MRKT Call: Microsoft & Alphabet Report Earnings After the Bell
RiskReversal Pod
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Microsoft's 5% Indicated Move
Bass: There's obviously a policy of appeasement going on. 100% in China, Taiwan. And I do think, unfortunately, something is going to rear its ugly head there. That could be potentially, and I'm choosing this word, catastrophic for a lot of these multinationals. The implied move of Microsoft, let's pull up a chart because that's obviously what everybody is watching for today.
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