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yeon
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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