A track-record-weighted measure of investing ability — new accounts stay near the baseline until history backs them. Call accuracy is shown on its own, in the call record, and is not part of this score.
MSFT: raising target on AI server capacity ramp
Checks point to accelerated GB300 deployments through H2 and improving Azure AI gross margins as utilization scales.
0 likes · 0 comments · Jul 19
MSFT: Azure momentum intact heading into FY27
Cloud consumption trends re-accelerated through the June quarter and Copilot attach is broadening beyond E5 accounts.
0 likes · 0 comments · Jul 19