A Tale of Two Earnings - Microsoft, Apple, and the Circle Between Them

Nvidia is guaranteeing its own customer's debt. Google is booking unrealised gains on companies that buy its cloud compute. Amazon's Anthropic position contributed $12.3 billion to quarterly income from a price adjustment. On Wednesday and Thursday, Microsoft and Apple report from opposite sides of this pattern. Six falsifiable predictions about what the filings will disclose and what they will…