Clode: We’re early in this generational tech, not near an investment peak

Why don't we start off with Microsoft. Microsoft trading very close to its all-time high. Uh cloud is often the driver of this company.The estimate is for 34% growth year-over-year. Is that good enough for investors, especially after Alphabet had much better than expected performance when it came to cloud. >> Exactly.And obviously they had a bit of a sales execution earlier. They they resolved that last quarter maybe faster than people expected. And I think we the market is expecting that further accelerati ...