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Microsoft is an absolute beast of a business.
$38B of net income +60% YoY
Meanwhile stock is down 19%.
Of the hyperscalers, $MSFT is the most hated despite owning 27% of OpenAI.
Public Comps
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- Hyperliquid.
- Who wins and loses from Open Standard? Find out below:
- Free Cash flow for Hyperscalers inflect in 2029E Street has Hyperscaler FCF going down in 2026 and then growing exponentially in the years after spending on CapEX.
- .@wallstreetbets is doing it again. For a decade, Wendy’s on r/wallstreetbets meant one thing: You blew up your account. The joke was simple: lose everything trading options, and your next stop is living behind the Wendy’s dumpster. It was never really about $WEN. Until now.
