Warren Pies(@WarrenPies):Hyperscaler cloud revenue growth holds the key to this earnings season and is a likely catalyst to normalize low index correlations in a benign way (excerpt from last week's @3F_Research client report). $MSFT was first step along this path...$AMZN on deck.

Warren Pies

@WarrenPies

Founder @3F_Research | PM $RAA | $FCTE | Formerly with Ned Davis Research | Recovering Attorney (step 4) - Not investment advice

Joined February 2014

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Warren Pies@WarrenPies

2026.07.30 19:06

Hyperscaler cloud revenue growth holds the key to this earnings season and is a likely catalyst to normalize low index correlations in a benign way (excerpt from last week's @3F_Research client report). $MSFT was first step along this path...$AMZN on deck.