Clouded Judgement 10.20.23 - Hyperscaler Q3 Preview
Clouded Judgement
OCTOBER 20, 2023
For context on a 10Y at 5% - from 2010 to 2020 the 10Y averaged roughly ~2.5%. Said another way, the 10Y today is double what it averaged from 2010 to 2020. Hyperscaler Preview Next week Amazon, Microsoft and Google report earnings and we’ll see Q3 data for AWS, Azure and Google Cloud.
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