Breaking: Michael Burry exposes how Microsoft is making its spending look smaller
Here's his reasoning:1. Microsoft rents its data centers on leases that last 13 years on average2. If you rent a building for most of its life, accounting rules count it as buying the building, so it goes into your spending numbers3. Microsoft used to say its data centers last 15 years. A 13-year lease was most of that, so its leases counted as spending4. Now Microsoft is saying its data centers last 25 years. The same 13-year lease is only about half of that, so it counts as rent and drops out of spending5. That cut Microsoft's 2026 spending forecast to ~$175B, even though its CFO said the real spending plan "remains unchanged"6. Microsoft has $329.1B of data center leases signed that haven't started yet, up 3.5x in 12 monthsBurry says Microsoft is using these numbers "as a lever to get what it wants", and not one analyst asked about it
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Breaking: Michael Burry says the AI boom is running on one giant loop and time is running out
Here's his breakdown:1. Burry shared a report from Wall Street lender Ares tracking $573B of AI financing from the last 12 months2. All of it runs through just 8 companies: Meta, Oracle, Microsoft, Amazon, OpenAI, Anthropic, Broadcom and Nvidia3. They lend to each other, guarantee each other's debt and buy from each other, so one company's loan is backed by another company's promise to keep spending4. Every deal depends on one thing: AI spending never slowing down5. If AI revenue disappoints for even one season, the guarantees could all get called at once, right when the companies backing them are at their weakest6. Burry says it's the same circular financing that turned the 2000 telecom fiber boom into a bustBurry claims the stock market in the first stage of grief and the crash is soon - H
$Microsoft(MSFT.US) | J.P. Morgan 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗕𝘂𝘆 on 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗶𝗼𝗻, 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 PT at $𝟲𝟮𝟱
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$Microsoft(MSFT.US)
Context: Microsoft is advancing its Copilot strategy into a broader AI platform to drive revenue across Azure and Microsoft 365 amid surging demand. Jim Cramer and analysts highlight Microsoft as a top AI leader capable of offsetting rising interest rate pressures through strong product momentum.The company is significantly expanding its data center infrastructure and computing capacity to support its multi-model AI expansion and rising capital expenditures. Oppenheimer analyst Brian Schwartz said Microsoft’s latest Copilot strategy transforms the product from a chatbot into what he views as an AI operating system. The shift could boost engagement, retention and monetization across Azure and Microsoft 365. He raised his Microsoft price forecast to $570 from $515 and named the stock a top pick.
My Trade: Accumulating and holding on to Microsoft - the 6 months dip and wait was worth it in the long run.
Takeaway: Azure is growing in the low-40% range, while Microsoft has guided for growth to accelerate into the mid-40% range this quarter. Gowth approaching 50% at a business already exceeding $100 billion in scale could support a higher valuation. @Captain's Treasure
Trade Showcase: Trade, Show & Earn Rewards! - H
📊 𝐈𝐍𝐕𝐄𝐒𝐓𝐎𝐑 𝐍𝐎𝐓𝐄: Drug Discovery Informatics Market Projected to Reach $7.74 Billion by 2030 as AI Agents Need Biological Context - $Microsoft(MSFT.US) $Palantir Tech(PLTR.US) $Snowflake(SNOW.US) $Veeva Systems -CL(VEEV.US) $MindWalk(HYFT.US)
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Rothschild: Anthropic's contracted capacity by counterparty
$Amazon(AMZN.US) $Alphabet(GOOGL.US) $Microsoft(MSFT.US) $SpaceX(SPCX.US) $Coreweave(CRWV.US) - A
$Meta Platforms(META.US) $Microsoft(MSFT.US)
THE INFORMATION:- META AND MICROSOFT ARE WORKING TO WEAN STAFF OFF ANTHROPIC'S CLAUDE- MICROSOFT IS CUTTING ITS INTERNAL CLAUDE SPENDING LEVEL BY OVER A THIRD - META'S CLAUDE CODE USERS HALVED AS THE COMPANY PUSHED ITS INTERNAL AI TOOLS not the best news before Anthropic’s IPO lolSource: amit
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Meta and Microsoft Work to Wean Staff Off Anthropic's Claude - Information - $Meta Platforms(META.US) $Microsoft(MSFT.US)
