Microsoft's Cloud Execution Shows Not All Tech Stocks are Created Equal

Diversified companies can better handle a recession and thrive while others struggle.

Hey Guys,

We have to take a moment to appreciate the earnings of Microsoft. Azure is booming maintaining absurd levels of growth. Cybersecurity and gaming are really coming together. LinkedIn is showing serious signs of high levels of execution. Compared to the slow down in Ads impacted by the war and Europe Google, Snap and Meta are seeing, the B2B com…