$MSFT results prove great Software is not really affected by "recession", "inflation" or other buzzwords.
Focus on fundamentals, and leave fear to economists.

$PLTR $CRM $NOW should perform well too.


Rihard Jarc's avatar
Expecting a big quarter from $PLTR. Looks like commercial revenue is going well but also government spending should be big this quarter as they hinted in their last call.
Arnaldo Trezzi's avatar
@rihardjarc maybe some Revenues will not be recognized in the quarter, but I bet the client acquisition process - the most important thing in this phase - is doing great pushed by Supply Chain issues on Commercial and War on Government side!
Rihard Jarc's avatar
@arny_trezzi Good point on the recognition or revenue part. Agree.

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