Veytics Intelligence
2026-10-08 · Seekingalpha

Michael Burry says Microsoft uses spending metrics ‘as a lever’ to get its way

lcva2 Investor Michael Burry is questioning whether Microsoft’s (MSFT [https://seekingalpha.com/symbol/MSFT]) massive spending spree is being driven by necessity, arguing the company may be using its financial figures “as a lever to get what it wants” while analysts have largely failed to challenge the numbers. He further notes that "the only reason the CEOs of these tech monopolies are spending wildly on data centers like they are is because they assume they will be granted an oligopoly that is too big to fail." [ ] @burrytracker Burry has recently argued that tech giants, except for Apple (AAPL [https://seekingalpha.com/symbol/AAPL]), "are spending as if their lives depended on it when their lives clearly do not.

Vollstaendiges Veytics-Briefing lesen

Wir zeigen den wichtigsten Punkt oeffentlich. Erstellen Sie ein kostenloses Konto, um den vollstaendigen Artikel zu lesen, ihn zu speichern, zu diskutieren und mit Markt- und OSINT-Kontext zu verbinden.