Jul. 30 at 3:23 PM
$MSFT JUST GAVE THE AI TRADE A REALITY CHECK
AZURE AND OTHER CLOUD SERVICES ROSE 43%
AND THE CONTRACTED BACKLOG JUMPED TO
$678B
THAT IS THE SAME KIND OF DEMAND SIGNAL THAT MAKES
$RUM'S QUAKE AI LOOK UNDERPRICED NEXT TO PEERS
QUAKE AI IS NOW BACKED BY 22,000+ GPUS AI INFRASTRUCTURE STORY WITH BLACKWELL ROLLING OUT AND A RUBIN PIPELINE BEHIND IT
THE SHORT INTEREST OVERHANG IN
$RUM IS STILL THERE
SO WHEN THE NEXT CATALYST HITS
THE COVERING COULD GET LOUD
$SPY $RACK $AIQ