$MSFT: Man Down
What do we think for $TSLA tonight
Our MSFT 0.00%↑ call wasn’t perfect. Of course, we do not have the press release in advance. But we framed it well we believe on the estimate cuts, deceleration and disappointment. The tell after hours when the stock was up $10 (we shared with our WhatsApp group, so please ask to sign up) was commercial bookings up 4% y/y from 16% the prior qtr and mid 30s the one before. How could they possibly not guide very cautious. The curveball was Azure came in better this qtr, likely because of the LSE large contract.
So TSLA 0.00%↑ is tonight. Remember we wrote up the stock as a long on the price cuts given the risk/reward at the time, the negativity and doing the analysis! of what it means to EBITDA all things equal if price elasticity kicks in. So, what is our plan into numbers tonight?
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