MSFT has less cash than invoices, forcing reliance on free cash flow and limiting capital deployment.

So I wondered, what percentage of the total US stock market does Microsoft make up ? I only asked Satya Nadella. Satya Nadella, Mr. Nadella. How is your company worth compared to the total US stock market ?

Guys, the answer is 4.1%, and it represents about 7% of the total S&P 500 index.

Do you know anyone who doesn't have a lot of money? Microsoft. Now I know I'm criticizing a stock I have exposure to, oh my God. But that's what I do on this channel. I have a tendency to say what's on my mind, even if it's bad for my wallet .

But yes, I'm involved with Microsoft and I feel bad, man.

I have $95.8 billion in invoices, and $76.8 billion in cash and short-term investments. This number is smaller than this number. This is not good. Now, to be fair, they have $14.4 billion in free cash flow.

Excuse me, was that per quarter or per year? Let me check. Free cash flow. Oh, that was for the year. Is that so? No, that was for a quarter. Okay, good, good, good, good. Good.

That's right, yes, yes, yes, that was for a quarter. Good. To be fair, these bills are due within a year and they have $14.4 billion in free cash flow each quarter. So that's good.

But, as you know, the situation is not entirely ideal. They technically still have enough cash to pay all their bills this year. Therefore, they have to rely on free cash flow, which means having less money that they can invest or use to pay off debts or repurchase shares. Something worth thinking about.