Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
Why Microsoft Is Outpacing Big Tech in Cloud AI
In this episode, Lucas and Luna dissect the latest Microsoft earnings and its decisive lead in cloud AI. With Azure growing 33% year-over-year and the new 'Copilot for Finance' launching, Microsoft is turning AI hype into real revenue. Lucas explains how Microsoft's enterprise distribution and partnership with OpenAI give it a moat that Alphabet and Amazon are struggling to match. The hosts also discuss the broader market rally and what the VIX below 12 means for stock pickers. Plus, a reflection on how focused research in a concentrated portfolio can reveal hidden…
The skinny
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