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VRA Letter: The Roaring 2020’s Meets The 4th Industrial Revolution. VRA Portfolio AI/tech Buy Recs. Latest From Dan Ives, Bryan Rich and Rich Ross.

Good Friday morning. Yesterday after the close both Google and Microsoft announced big Q1 earnings beats, sending their shares higher by 12% and 4%. It’s all about the innovation revolution.  Google grew revenues by 15% and ne ...

Posted On April 26, 20244 MIN Read
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Good Friday morning. Yesterday after the close both Google and Microsoft announced big Q1 earnings beats, sending their shares higher by 12% and 4%. It’s all about the innovation revolution. 

Google grew revenues by 15% and net income by 57%. Microsoft grew revenues by 17% and net income by 20%, with both investing record amounts back into their businesses. And their earnings calls were very similar to Tesla’s, from Tuesday; “we’re in boom times for tech…its all about generative AI…and its just getting started."

This was our message earlier in the week, as we headed into/out of Tesla earnings, aggressively recommending both Tesla and SOXL (3 x Semi ETF).

"We remain aggressively long, aggressively bullish. Yesterday we added to positions in the semis & Tesla.

My call: Musk set the tone for Q1 tech earnings calls; all

“The future is arriving. AI and the innovation revolution will drive earnings & economic growth for years…likely into 2030 +.”

A generational bull...

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