Microsoft has ridden the AI wave and broader tech enthusiasm to a recent close of US$529.76. That puts fresh attention on a basic question for you as an investor: how much of that price is really supported by the cash the business can generate. Over the past 5 years the stock has returned 86.3%. That puts a lot of accumulated optimism on the line if future cash flows do not keep up with expectations embedded in that move. Heavy spending on AI data centers and products such as Copilot and Azure infrastructure can expand Microsoft's revenue opportunity. It also commits the company to sizeable, sometimes opaque, capital outlays that matter directly for long term cash flow and balance sheet risk. Prefer to judge Microsoft on earnings?
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