This is a BIG deal:

the mighty Microsoft just issued weak forward guidance.
Have a look how much MSFT benefitted from the Covid lockdowns and stimulus.

Microsoft’s earnings have doubled in 2 years!
For all economic and fundamental reasons we should expect its earnings to drop at least 25-30% now to get back in trend.

We will have a lot of these earnings guide downs in the next few months.

This is a BIG deal:

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