Microsoft and Alpha Are Up 75% on the Year and Are Up a Lot More Than That Off Its Lows

Microsoft bought themselves a 25% move in their stock from their last quarter on the back of you know what Nvidia was saying all the AI stuff without question. Amazon is an interesting one to me because when you think about Microsoft alphabet in Amazon one thing they all have in common are these big cloud businesses which are really good margin drivers and we've seen demand come down pretty dramatically or at least decelerate for both companies. Here's a guy I want to kind of put a little trade on here this is in the NASDAQ this is the e-mini futures here sorry about that, Keenan.