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Nov 7, 2025 · 4:18 PM UTC

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Replying to @Mayhem4Markets
What do you think about this?
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Not a good thing to see. Suggests there's some increasing concern about Microsoft's ability to pay down its AI CapEx-related debt. Though I don't think the company is in deep trouble. I'd be more concerned about OpenAI and the other AI startups.
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