#marketsignal — Public Fediverse posts
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AI MONETIZATION CRISIS? Two Tech Giants Send Opposite Signals. 🚨
Microsoft $MSFT drops after lowering 2025 AI revenue quotas. Meanwhile, Amazon $AMZN surges on its "cost-effective" custom chip announcement.
The Real Problem: The bottleneck is no longer technology—it's profit margin. Giants are shifting from chasing compute power to cost-saving defense.
Check MSFT's valuation reaction: https://www.13radar.com/stock/msft