Rihard Jarc
@RihardJarc
Researching and investing in tech (AI, cloud, semiconductors, platforms). DMs open. Tweets are only opinions.
Joined January 2016
2.8K Following 81.3K Followers
$MSFT, excluding its OpenAI stake, is trading at 17x forward P/E.
Investors are betting heavily that the CEOs of hyperscalers don't know what they are doing.
