Microsoft ($MSFT) — Capsoria Community

36

BULL risk_parity_r · 1d

Stock acts well into every dip. Quality compounder behavior intact.

17

BEAR options_owl · 1d

Capex is now $80B+/yr. Even MSFT can disappoint on FCF if depreciation catches up to buybacks.

31

BULL tape_reader · 1d

Azure reaccel from AI workloads is real. Capex dollars are going to revenue dollars at decent incremental margins.

12

QUESTION breakout_ben · 1d

How are people thinking about the OpenAI revenue-share economics longer term? Genuinely unclear how it nets out.

0

COMMENT mac · 1d

this is amazing

8

NEWS value_vince · 2d

Copilot for M365 attach rates climbing in enterprise — biggest commentary call-out on last earnings call.