I've always been incredibly bullish on Amazon, Google, and Microsoft because of their leadership in the cloud business. My thesis is that we're still in very early stages of this market, and there's still a shirt ton of growth left for everyone.
Are the recent slowdowns in cloud growth at Amazon, Microsoft, and Google just a temporary hump caused by recession? Or is this a signal that we're reaching a more mature market and that growth will slow down a lot more than analysts anticipate?
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