Допис

Good morning, Investors. $MSFT jumped 8% and $AMZN surged over 10% this week after Azure grew 43% and AWS grew 37%. Meanwhile $AAPL sitting near its all time high slipped and $META dropped almost 10% despite double digit revenue growth. That is the pattern right now. The market is not rewarding size or hype. It is rewarding the names that were still underestimated going in. The next real test comes on August 26 when $NVDA reports and the whole AI capex debate goes back on trial. Stay bullish.