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

RiskReversal Pod

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Microsoft and Netflix Are Both Down Nine and a Half Percent the Day After They Barely Seen an Uptick

I said pay attention to sell side analysts that raise their targets because they can't downgrade the stock. My point about Microsoft is that CFO Amy Hood had talked about maybe that co-pilot and their AI tools was going to be their quickest business to $10 billion in revenue. We know that meta gapped up a little bit. Let's see if they don't fill in those gaps by the time we get to Apple and Amazon. And to me, that might signal guy that the fever is broken.

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