Okay, Computer: Fireworks for Big Tech and Making FinTech Smarter with Adam Nelson
RiskReversal Pod
00:00
Microsoft's Q3 Earnings Story
The one name that concerns me, again, it's a great company. The Microsoft is now trading evaluations, which you haven't seen in quite some time. I just think the demand for them, the double and triple ordering that they're likely seeing just to keep pace could weigh on margins. We need to see some of the commercialization, or at least we're going to have to see analysts revise their estimates up based on what they think a lot of this new technology integrated into these products and services will do.
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