in postMSFMSFTLONG

“MSFT will kill a lot of loss-making units to fund the CAPEX”

Microsoft axing loss-making Xbox units frees capital for $190B AI CAPEX, unlocking margin expansion and cloud upside.

MSFMSFTLONG@ $374.18

$471.93+26.12%

since call Jun 22

peak +26.1%

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