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  • Daniel Ives: Another Feather In The Cap For Nadella In The Company's Quest To Become A Cloud Behemoth

  • Nick Setyan: Expect Growth In Digital And Combination Of In-app And Third-party Orders To Potentially Result In >20% Incremental Margins

  • Daniel Ives: Tesla Acts As If Demand And Profitability Will Magically Return

  • Daniel Ives: Tesla Starts To Take Its Medicine And Focus On Reality

  • Nick Setyan: It's A Case Of Expectations Being Set Sky High

  • Daniel Ives: We Can’t Look Investors In The Eye And Be Bullish On This Name Anymore

  • Michael Pachter: He Will Be As Humble As He can Muster

  • Daniel Ives: Tesla Is Not Taking Aggressive Enough Cost Cutting Actions And Shutting Down Future Endeavors To Preserve Capital

  • Daniel Ives: The Demand Story At Tesla Is Quickly Changing

  • Daniel Ives: Tide Has Turned Significantly For MSFT On Game Changing $10 Billion JEDI Beltway Cloud Deal

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