“Alphabet's honest earnings with tremendous growth and shortened server lifecycles increase credibility, making it a better quality AI play than Microsoft.”
Why he says it — point by point
FAVORABLE & AGAINST · BOTH KEPTWhy
Alphabet laid out a very, I'd say, honest quarterly report. tremendous growth uh on the earning side, but they're slowly but surely actually, you know, bringing the life cycle of their server pox down in their accounting.
the quality of Alphabet's earnings were much higher than Microsoft's. They were both good, both good, but Microsoft weakened their credibility and Alphabet increased their credibility and the market punished uh those who increased the credibility.
The structured call
The receipt
Publish-day price $$373.51 · the claim is anchored to the moment it was said.