How Meet Kevin’s view on $MSFT changed

Channel profile →This channel has 4 credited speakers: Adam Jonas, Goldman Sachs, Mark Mahaney, Wells Fargo5 entries
2026-09-28Bearish
2026-09-28Bearish
“Fed Error? More Concern, Yields RISE MORE, Little Iran News, AI FEAR”
Microsoft lacks sufficient immediate liquidity to cover annual obligations without relying on ongoing free cash flow generation.

like we were saying, Microsoft doesn't have enough money to pay its bills right now, which is like wild to say. Microsoft alone makes up about 4.2% of the entire stock, dude. That's crazy.

And they're they're literally out of cash for the year.

Moody's report last night indicated an eyepopping 2.8 trillion of offbalance sheet commitments uh for Amazon, Microsoft, Google, Oracle in the form of future releases. That's an eight-fold jump from 2023.

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2026-09-12Bullish
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2026-09-07Bullish
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2026-09-01Bullish
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