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Rene Sellmann @ReneSellmann on x 8541 followers
Created: 2025-07-07 14:47:57 UTC
The story of Big Tech being capital-light compounders seems to be over! ⚠️
The capex-to-operating-cash-flow ratios are trending upward and now higher than that of General Motors (42.6%) – a company we used to think of as the definition of capital intensity.
📈 Microsoft $MSFT is plowing XX% of its operating cash flow into CapEx
📈 Meta $META is close behind at XX%
📈 Alphabet $GOOG comes in at XX%
📈 Amazon $AMZN tops them all with a staggering XX%
XXXXX engagements
Related Topics goog msft $goog $meta meta cash flow $msft general motors