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![MikeHunderson Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2222642506.png) Michael Hunderson [@MikeHunderson](/creator/twitter/MikeHunderson) on x XXX followers
Created: 2025-07-22 08:54:10 UTC

Tonight's the night: Microsoft and Alphabet earnings after close will test the AI investment thesis. Combined $200-300B in AI capex across big tech demands revenue validation.
Microsoft key metrics: Azure growth rate, Copilot adoption data, and $64.5B revenue expectation.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947580920145576150/c:line.svg)

**Related Topics**
[$645b](/topic/$645b)
[adoption](/topic/adoption)
[azure](/topic/azure)
[$200300b](/topic/$200300b)
[investment](/topic/investment)
[coins ai](/topic/coins-ai)
[microsoft](/topic/microsoft)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/MikeHunderson/status/1947580920145576150)