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But we saved everything 🙂.
Jonah Lupton, investor and market commentator at Social Media / FinTwit, points out that Microsoft, Amazon, Meta, and Alphabet are all scheduled to report earnings within a 20-minute window.
Lupton raises concern about the close timing of these earnings announcements from four leading U.S. technology firms.
Lupton has previously observed that two decades ago only six firms held valuations above $200 billion, pointing to the concentration and rapid growth among today’s technology leaders here. In another recent post, he noted that FTX’s early investments in Anthropic and Cursor could now exceed $50 billion in value here. His commentary often focuses on the scale and impact of major corporate moves.