Clouded Judgement 10.28.22
Clouded Judgement
OCTOBER 28, 2022
Hyperscalers Report Quarterly Earnings This week we saw AWS (Amazon), GCP (Google) and Azure (Microsoft) report earnings. As I have talked about previously, the two quarters of contracting GDP were more of a head fake driven by one offs (net exports and private investments). Follow along to stay up to date!
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