Reader Notes: Angelo Zino breaks down why he sees Microsoft (MSFT) rebounding as investors rotate from hardware back into software. 0:00 Intro 8:03 Jensen Huang's Keynote and Small Events (The Decode) 10:22

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0:00 Intro 8:03 Jensen Huang's Keynote and Small Events (The Decode) 10:22 Angelo Zino breaks down why he sees Microsoft (MSFT) rebounding as investors rotate from hardware back into software. Jason Thomas, head of global research and investment strategy at Carlyle, examines the level of investment in artificial ...

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  • Angelo Zino breaks down why he sees Microsoft (MSFT) rebounding as investors rotate from hardware back into software.
  • 0:00 Intro 8:03 Jensen Huang's Keynote and Small Events (The Decode) 10:22
  • Jason Thomas, head of global research and investment strategy at Carlyle, examines the level of investment in artificial ...

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