POPA Recon2 almost identical reports and diametrically opposite reactions to them
2 almost identical reports and diametrically opposite reactions to them Microsoft dropped out of the AI race, is not participating in the semiconductor race, fell 37% from ATH (July 2025). MC $3 trillion. Revenue $90B (+18% YoY), beat forecast by 3%. EPS +30% YoY. Result: MSFT +18% in a day (largest in years). —— Apple did not participate in the AI race, became a safe haven during the chipmakers’ sell-off. Reached ATH. MC - $5 trillion Revenue: $109B (+16% YoY), beat forecast by 1%. Double-digit growth in sales in China. EPS +30% YoY. Result: Semiconductors reversed, the…
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