Microsoft Cash Flow and Compute Investment Outlook
luisdans · x · 2026-07-13
The shared post discusses the cash flow and capital expenditure trajectory of Microsoft ($MSFT).
Key takeaways: Forecasts indicate that Microsoft's free cash flow will experience a brief dip in 2027, before growing continuously towards 2030. The author also believes Microsoft will not take on debt for capex, whereas other hyperscalers will continue issuing debt to finance their expansions. The post's conclusion is straightforward: the market has roughly 18 months to keep buying Microsoft stock.
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