“The Entire House of Cards Is About To Fall (US Treasury Is Terrified)”
Microsoft's accounting change regarding data center leases is misleading; rising Treasury yields create a funding cost problem for the company.
Most of you probably don't know that Microsoft just kind of secretly or tried to be a little secret about it, kind of sweeping under the rug, changed their accounting techniques.
It says the accounting change adjusted the software giant's CapEx expectations to about 175 billion down from 190.