Joseph Carlson: a call under review

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What was said around it

further capacity to fulfill it so in terms of how I feel after these earnings reports for all three of these companies I believe the fair value and intrinsic value of each one has increased and for for Amazon I think it's closer to 260 I think all of these companies should be meaningfully higher while at the same time investors are selling them down so as far as I'm concerned this is a buying opportunity for all three of these companies the one that I think is the most Fair valued is Microsoft it's trading closest to its range I think that Google is still meaningfully undervalued especially after this trade down and I still believe that Amazon is meaningfully undervalued again both of these companies I own significant stakes in but I think the future is brighter today than it was before this earnings report and the fact that they feel so confident in reinvesting into a very predictable capex investment with expected high returns should make investors more bullish not less even Andy jasse on the earnings call said I think that both our business our customers and shareholders will be happy medium to long term that we're pursuing the capital opportunity and the business opportunity in AI I'm

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