$Alphabet(GOOGL)$ If Microsoft comes out with really strong guidance and the right signals during the earnings call, $350+ by Friday still feels possible. But with the market dipping hard, it won't be easy.
The main thing I'm watching is Azure growth. That number directly matters for Google too, since they compete head-to-head in cloud infrastructure. If Microsoft does well there, it's a solid sign for the broader space.
What I'm really listening for is any mention of local AI models — specifically how Kimi-K3 and Qwen models are being used on their infrastructure, and how enterprises can actually tap into those models.
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