Clouded Judgement 1.6.23
Clouded Judgement
JANUARY 6, 2023
Cloud Downgrades This week UBS came out with a couple research reports citing concerns in AWS / Azure growth. As I’ve talked about before, the big risk for 2023 are fundamentals - are forward estimates too high? We know software is impacted from macro - but how bad will it get? Follow along to stay up to date!
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