Subject: Azure forecast growth
In its quarterly earnings call yesterday, Microsoft guided for continued slowing of Cloud (Azure) revenue growth in the current quarter. So, continued cloudiness likely for SaaS stocks, at least until we hear from some of the leaders (e.g., SNOW) directly.
Meantime, I'll be heading out to paddle my outrigger canoe in Waikiki. Gotta keep stuff in perspective. Aloha. :-)