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Marcus Schuler

marcus-schuler.com

did:plc:lao6esrizvfh6fobmyegun6s

Microsoft: cleanest AI monetization ($37B run rate). Alphabet: biggest market surprise (+6%). Meta/Amazon: hardest payoff questions. Cloud growth buys more spending time #AI #BigTech #Earnings https://www.implicator.ai/cloud-growth-gives-big-tech-more-time-to-keep-spending/

2026-04-29T22:59:38.272Z