Surveillance: Earnings Bar with Bitterly
Bloomberg Surveillance
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What's the Story of the Year?
There is a huge difference between profitable tech and unprofitable tech. We're going to be looking for those signs of not only margin compression, but also durable demand. While cash is king, the crown jewel of how you want to think about it is really more nuanced than that. And absolutely, short-term paper is a place to hide.
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