Profits in the Clouds
When you look at one of the major earnings themes over the past 12-18 months for Microsoft, Google, and Amazon specifically you observe the incredible growth in revenue from their cloud services businesses. I had made the remark on Twitter, that Microsoft will be case study in missing a major platform and still executing a turnaround. One of the major things driving Microsoft forward is their cloud platform and it is one of the biggest parts of the bull case for Microsoft.
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