Msft could go on a run here.

I know... It's up 7% AH... But I think MSFT could go on an extended run over the coming weeks. This was a huge quarter for the company but importantly, their relative out performance vs other hyperscalers is significant. Not only was the msft result great, but it came at a time when meta and Google just dropped poor results. Yes, Google's bottom line was great, but the market is concerned about companies going out over their skis on capex. I think that MSFT went from an AI laggard to a company that is both operating extremely well, and spending responsibly relative to hyperscaler peers. Sadly the macro backdrop is extremely shakey right now, so I'm not going to confidently predict a parabolic rise, but I think MSFT is in for a period of relative out performance.