@wallstengine’s cut lands the Nadella frame cleanly: AI agents as “probably the biggest TAM expansion ever,” and the agent era “even bigger than the cloud by orders of magnitude.” Cloud was the last step-function in software consumption; agents are the next — more seats, more tasks, more recurring compute under the MSFT stack. Desk read on the narrative, not a trade call. Tracked on BlockFlow: https://t.co/wHCnOZf34P
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