The Analysts

Call · @ramahluwalia · unranked

@ramahluwalia

@ramahluwalia · Tue, Aug 4

Ram Ahluwalia CFA, Lumida@ramahluwalia
Goldman Sachs added Microsoft to its Conviction Buy list. BofA went bullish on cloud and now says $MSFT and $GOOG have improving AI margins What happens now that datacenters are back? The Independent Power Producers that have the energy to supply the datacenters should
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tweeted Tue, Aug 4 · counted from Wed, Aug 5 close

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Long VST, Long TLN · High confidence

Confidence

High0.94

Counted from

Wed, Aug 5 · market close

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