Joseph Carlson: một nhận định đang được xem xét lại

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customers and new customers for this infrastructure so they're investing on a very predictable basis of future demand the Investments In This Cloud infrastructure are not risky and unreliable they're highly predictable and all three of these companies are in agreement that they have significant demand in the future and they need 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

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