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Microsoft Q3 Preview: AI CapEx Moment Of Truth
Seeking Alpha· 2025-04-29 20:19
Group 1 - The account is managed by Noah's Arc Capital Management, focusing on 20th-century stocks undergoing transformation in the 21st century [1] - The research aims to identify innovations in business models that could lead to significant stock changes [1] Group 2 - Noah Cox is the managing partner of Noah's Arc Capital Management, and his views may not reflect the firm's overall stance [3] - The article is intended solely for informational purposes and does not constitute investment advice [3]