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The companys intelligent cloud bids that including azure, windows, posted 13. 4 billion in revenue. That beats consensus by a bit. Azure slowing up a bit. Ceo had a question about that and the companys growth on last nights call asked whether or not he is concerned about it my own approach to this would be not to worry as much about shortterm whether or not it is the growth number, im not trying to match an artificial number i think the world will come out of this and it will be stronger when we invest in this space. An ad spending slow down, and they closed that acquisition four years ago right now the Gaming Business had record engagement. People stayed home and they played they call itd a breakthrough quarter for gaming, guys yeah, xbox and surface two were nice surprises. The other big earnings move in tech is twitter. Lets get to Julia Boorstin on that yeah, twitter gre ....
But still, a very nice performance relative to the markets or the average hedge fund there. Continuing to do well. They, of course, are no fans of zero Interest Rate policies, and they talk about that at some length in this letter as they often do. Recall that last quarter they talked about the biggest bond bubble in history may be where we are now. Now theyre saying the macroenvironment that concerns us the most is accelerating inflation, which is interesting because there have been concerns here about the opposite in the market. This may seem like a strange thing to worry about under the current circumstances, but the tide towards inflation could turn rather abruptly for a number of reasons. They go on to say that if you had a quick spike up in inflation, the Immediate Impact could be the collapse of bond prices and possibly but not inevitably a stock market crash. Now, a ....
In the case of IT stocks is that while the analysts have “buy” recommendations on a large number of them, however their price targets are clearly either very modest, or in a number of cases analysts are expecting that the valuations of IT stock are still high and there is room for further decline in prices. Stock Reports Plus, powered by Refinitiv, is a comprehensive research report that evaluates five key components of 4,000+ listed stocks - earnings, fundamentals, relative valuation, risk and price momentum to generate standardized scores. ....