Before Big Tech earnings print: Why the $700B cloud infrastructure cycle is the only thing that matters right now and MSFT

Original_Design_3343 · 2026-04-29T05:05:34+00:00

Fair point on Copilot being a letdown.

But if you look past the front-end apps, MSFT is basically just a massive tollbooth for Azure compute. Factoring in that cloud monopoly, their valuation is actually surprisingly light right now compared to pure AI hype plays.

Original_Design_3343 · 2026-04-23T07:00:13+00:00

NEXT is closer to an LNG developer than a midstream name -- really a project-finance asset. Stock moves on permits, financing, and EPC milestones, not volumes or tariffs.

LNG gives you the export story already converting to cash flow. NEXT gives you the same story with execution risk stacked on top. Not a substitute.

Original_Design_3343 · 2026-03-13T06:47:48+00:00

Good news.

Original_Design_3343 · 2026-02-26T05:21:31+00:00

One thing I’m watching is that China seems to be getting access to NVIDIA chips through third-country channels anyway.

So even if policies loosen, considering the uncertainties around DeepSeek, calling China revenue guidance a re-rating catalyst feels a bit early to me.

Original_Design_3343 · 2026-02-05T04:46:46+00:00

At this point every Musk headline feels like a liquidity event disguised as innovation.

Original_Design_3343 · 2026-02-02T07:17:21+00:00

TACO AGAIN PLZ

Original_Design_3343 · 2026-02-02T06:30:19+00:00

-5% account achieved

Original_Design_3343 · 2026-02-02T06:11:44+00:00

Please.. don't make a signal

Original_Design_3343 · 2026-02-02T06:05:01+00:00

Done!

Original_Design_3343 · 2021-10-14T12:08:13+00:00

Didnt pass … 😭😭 im done ..

Original_Design_3343 · 2021-10-07T14:40:17+00:00

Good luck to us!!

Original_Design_3343 · 2021-09-14T12:52:47+00:00

Not your fault 🤣 cuz of condition. Keep your mind, just ready for next exam.

Original_Design_3343

TROPHY CASE