Comments by "" (@mrpmj00) on "Homebuilder sentiment at a record high" video.

  1. Microsoft will be the cloud winner because its moat is Azure (private and hybrid cloud) which cannot be copied by other companies which have public cloud (Amazon, Google, etc.). Due to federal compliance laws, some companies (banks) must keep data in the U.S. in a private cloud. Microsoft is saving money by closing the stores at the malls. For young people, Microsoft already has the minecraft game, Xbox. Microsoft gets TikTok as a cloud customer; also means that Tiktok would incur less cloud expense so its profit also improves! Get free LinkedIn as an icing on the Microsoft cake. I bought Facebook, Microsoft, Apple, Google, Adobe, Wells Fargo, Twitter, eBay, Netflix, CRM, Home Depot, Lowe's
    1