MSFT's $678B backlog exposes irrational CapEx fear
Microsoft valuation drops to 22x trailing P/E — buy or sell stock analysis
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In this deep dive, we break down Microsoft (MSFT) and its massive 678 billion dollar contracted commercial backlog backing its aggressive AI capital expenditures. With shares trading at just 22 times trailing earnings, representing the cheapest multiple since 2023, the key question for investors is whether this CapEx anxiety…
The skinny
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