Rate Of ReturnBuying any of these 5 CSP cloud giants means you have to believe that the massive trillion-dollar capital expenditures they will pour in over the next few years can restore the high free cash flow yield (FCF Yield) and high return on invested capital (ROIC) of the past, otherwise it's what z-lao calls mindlessly holding on through thick and thin😅
$Amazon(AMZN.US)$Microsoft(MSFT.US)$Alphabet - C(GOOG.US)$Meta Platforms(META.US)$Oracle(ORCL.US)
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