Popular Wall Street analyst who claims he has analysed 84 Microsoft earnings calls, from Steve Ballmer through Satya Nadella, says market is missing something as billions wiped from company’s stock
A Wall Street analyst who says he has studied 84 Microsoft earnings calls over the years has claimed that investors may be missing a key shift in the company’s strategy, even as billions have been wiped from its market value. The analysis, shared by EMJ Capital founder Eric Jackson on X (formerly Twitter), tracks Microsoft’s…