A track-record-weighted measure of investing ability — new accounts stay near the baseline until history backs them. Forecast accuracy joins the score in a future update.
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