Rich Habits on $MSFT (Nov 5, 2026)

Guys, I'm listening to your podcast right now regarding Microsoft and the 60,000 employees they are trying to get rid of. Microsoft as well. Just please go take a look. You don't replace your top management with AI. You replace lower level employees."

Microsoft issued 25 billion in corporate bonds. Long-term, they're going to be fine. But short term, I think a lot of these AI, specifically data center companies, could be in big trouble.

But as it relates to Microsoft and these other, you know, large mega cap companies, I refuse to believe that Satnia, that Sundar, that Elon, that Zuckerberg, that Tim Cook, right, I guess the new CEO of Apple.

But I refuse to believe that these geniuses of executives have not spent every waken moment of the last 69 12 months thinking about every single scenario that could go wrong as they try and build out this compute this these data centers all of this infrastructure spending hundreds of billions of dollars each on trying to achieve that.

But what I refuse to believe is that companies like Anthropic who are on hundred billion annual recurring revenue run rates, right? Or companies like Microsoft or Meta or Amazon that are saying, "Yeah, dude.

We're going to go do a trillion dollars by the end of this decade." there's an opportunity to make you know our margins have never been higher or you know what our backlog is crushing it like all this stuff with Google right I refuse to believe that those companies are in true like you know dire bankrupt going to zero type vibes like some of the other names that have gone through these bubble cycles certainly are and are going through at the moment

Every single person uses Microsoft 360, right? Like that's a durable business outside of any data center, anything.