Why Citi Thinks Microsoft Beats Neoclouds in the AI Debt Squeeze

Photo: BeInCrypto
Citi's Tyler Radke blames bond yields, not weak demand, for the neocloud selloff and backs Microsoft instead.
Source: BeInCrypto
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Photo: BeInCrypto
Citi's Tyler Radke blames bond yields, not weak demand, for the neocloud selloff and backs Microsoft instead.
Source: BeInCrypto