How much does Microsoft? They're spending billions of dollars on capex. How much does this make?
I think Microsoft's OPEX is like 150 billion Microsoft, Google, Amazon, Meta, cranked up prices, changed ad auction stuff.
Analyst expectations uh from like UBS, Barkclays and uh Wells Fargo have $440 billion of cloud revenue across Google, Amazon and Microsoft coming just from open air and anthropic to unprofitable startups who need to constantly raise money
This article from the Wall Street Journal details how Microsoft is making it difficult for investors to understand what they're actually doing, what their CapEx costs are, what their financing costs are.
This one is from The Wall Street Journal. They say that Microsoft is leaving investors flying blind on its AI business across three critical drivers of the AI future, cloud computing, capital expenditures, and its relationship with OpenAI.
The company disclosures fall well short of what investors need.
I put this interview up against Satya Nadella. So, I also have exposure to Microsoft, but Satya has been the kind of guy that's like, "Look, if our investments to Open AI go to zero, it's fine.
We we'll be okay." Which to me suggests he's also wanting to be a little conservative when it comes to artificial intelligence.
And number three is one of my biggest holdings as far as individual stocks goes, and this is Microsoft. It combines an incredibly durable software ecosystem with Azure and AI, giving it multiple powerful engines for long-term growth and cash flow.
It's not simply investing in AI. It controls much of the infrastructure, cloud platform, developer tools, and software where businesses will actually use AI.
but it might be looking good at Microsoft, right? You got that buy sell signal over here and oh now it's still sitting on a sell signal. How did Microsoft do this week? Down 2.59%. Down 2.59%.
Moving on to Microsoft s the week at 492, but shares steady climb up almost 1% this week at 496. Microsoft was also at this Goldman Sachs conference and they are planning to triple its data center capacity to more than 38 gawatts by 2032. That's up from 12 gawatt currently.
The company is still planning to stay cash flow positive, whatever that means. Given the fact that, you know, even a billion dollars of free cash flow is positive on a $3.6 trillion company.
That's certainly not a lot. Although they are still committing to that.
the way I look at this is you know Microsoft's GitHub you know through acquisition and the AI security features over there people should be turning those on and paying Microsoft some more subscription dollars although I own some Microsoft stock so maybe that is biased
