Pressure Points: State of the AI Trade - Google, Meta, Microsoft

from Pressure Points · host Deepwater Asset Management

Big-picture takeaway from Google, Meta, and Microsoft earnings: The mojo AI trade took a step back, while the fundamentals took a step forward. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com

Episode metadata supplied by the publisher feed · Published Oct 29, 2025

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Pressure Points: State of the AI Trade - Google, Meta, Microsoft

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This episode was published on October 29, 2025.

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