Rick Munarriz

The Oculus may as well be branded innocuous.

It's not moving the needle.

I have a first gen Oculus that I haven't used in like two years.

It's that sad.

But I did pick up some Ray-Ban meta glasses a few months ago, and they're pretty nice.

These are the first gen ones.

I don't have the new ones, but it's definitely an interesting product.

But I want to see what, you know, obviously Google with their AI glasses that are coming out with soon.

I'm curious as to how that plays out.

So let's move over to Microsoft.

So Sandmeet, this is a company where you and I, we may not follow as closely as the other two companies, but I want to get your take on it.

You have to go back to 1999 to find the last time that Microsoft posted better than 18% revenue growth.

So I guess you could say that it has a Y2K problem after all.

I'm starting with that because Microsoft did post 18% revenue growth for the fiscal first quarter of 2026 that ended in September.

Can it keep improving on that and break through the 18% top line ceiling on Wednesday with its fiscal second quarter?

Sammy, what do you think?

What do you see looking into Microsoft's upcoming report?

Tim Byers wanted a game here, and I'm going to take his game.

Basically, we have these three reports we talked about.

I want you to tell me if you think it's going to be a beat, a raise, so they're going to beat and a raise for their guides, or a miss.