@Justicar Well what I don't see is where Microsoft is earning 16% y/y. They say it is because of trained AI. I highly doubt it. I don't see how they'd be getting more advertising money either. Maybe this is following retailing frontloading to pump as many sales out to the consumers as possible before tariff issues? Maybe it id a mix of it all. Perhaps we'll have tow ait for a Q3/Q4 beat this year.