Alex (TSOH Investment Research)
- Google Cloud run rate revenues nearly doubled over the past two years
- Microsoft update tomorrow morning at TSOH Investment Research As always, includes prior disclosure of any proposed portfolio changes
- Match Group Total Payers, YoY Change $MTCH
- Microsoft Cloud TTM Gross Margins
- Meta update tomorrow morning at TSOH Investment Research
- Link to today's update thescienceofhitting.com/p/in-zuck-we...
- Today’s TSOH Investment Research “Meta: In Zuck We Trust?” thescienceofhitting.com/p/in-zuck-we...
- Updated list of TSOH Investment Research for the past six months
- At Meta, cumulative Reality Labs losses will cross $100 billion in FY26
- Meta Regional Revenues $META
