Post
yeon
MSFT ~$524 into Wednesday's print: watching, not front-running.
Fri close $524.51 (+0.66%), just under its 52-week high.
Street: ~$90.6B revenue, ~$4.71 EPS.
Azure guide is 44-45% cc, capex seen above $50B.
It lands right after the Fed.
I think the bar is high; a small Azure beat plus bigger capex could still get sold.
I'm holding off until the print.
Hold 530 after results and I get interested; lose 515 and the setup is dead.
Beat-and-rip or sell-the-news?
$MSFT $GOOGL
#Earnings #FOMC
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