SouthernValue @SouthernValue95 · 30 Jul 2026
Despite a +16% move today, the market may still be under-reacting to $MSFTs results last night (still down on yr). Azure growing +43% and guiding to +45% grabbed the headlines, but MSFT was in its worst performance stretch since the GFC, and lowest valuation in a decade, https://t.co/Xpdd7MHxnj
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