The Analysts

Call · @vulcanmk5 · unranked

@vulcanmk5

@vulcanmk5 · Fri, Aug 7

Vulcan Stock Research@VulcanMK5
Long $MSFT $GOOGL $META and $ORCL… this is the part I keep staring at. The capex pain is front loaded. Goldman has Google going from negative $5.9B FCF to $19B by Q3 2029. Microsoft goes from $19.6B to $25B.
29d agoview on X ↗

tweeted Fri, Aug 7 · counted from Mon, Aug 10 close

Read as

Long MSFT, Long GOOGL, Long META, Long ORCL · High confidence

Confidence

High0.99

Counted from

Mon, Aug 10 · market close

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Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 27 · fades out by Sep 18