$Microsoft(MSFT.US) has extremely high attention across the entire network, similar to the feeling of placing a bet and walking away. I feel like it will drop a bit and then pull up. In the long run, this position is definitely not high. Even if some points in the earnings report don't meet all forecast conditions, it's just using negative news to shake out weak hands. However, the recent series of changes are definitely positive. The unbundling from OpenAI benefits both parties. OpenAI can be used in other clouds to grab market share, which also indirectly increases investment returns. Microsoft can allocate more computing power to serve enterprise customers. As for a little more or less in the earnings report, it doesn't really change the big picture. The key to this transformation for Microsoft and OpenAI is to capture more customers.