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Dear Mister Fantasy and a Conversation with Joe Saluzzi of Themis Trading

RiskReversal Pod

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Microsoft's AI Revenue Is Slowing Growth

Ives was on TV the day Microsoft earnings came out and he hadn't read the press release. He goes, I know for a fact that tomorrow was hitting this side. This is a buy right now because it's going to be up tomorrow. And they're like, they really haven't given guidance yet because they do that later because it doesn't matter. That might have been more just a sentiment that if it's down, I'm just saying I'm taking the other side. But my point is that when that's your thesis to the point of it's just not smoking mirrors, but that to me, I'm watching this.

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