Prospero.Ai Trading Letter

Prospero.Ai Trading Letter

Meta Soars, Microsoft Slumps: A Tale of Two AI Outcomes

Prospero.ai 1/29/26 Trading Letter

Brent Carlson's avatar
Brent Carlson
Jan 29, 2026
∙ Paid
Market/Macro Update

It’s always risky holding into earnings, but we had strong confidence to think it was the right move. Unfortunately, MSFT did not have a good reaction to earnings due to their Open…

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