Mega-Cap Earnings Preview With Gene Munster | Okay, Computer.
RiskReversal Pod
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Analysis of New Vehicles and Microsoft's Earnings Report
This chapter delves into the delays in releasing three new vehicles by a company, potentially affecting revenue growth, alongside a discussion on market share decline in California for EVs. It also touches on Microsoft's upcoming earnings report, comparing its stock performance, implied move, valuation, expected growth, and margins to Google's advancements in generative AI and reliance on open AI.
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