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Charles @NotAnotherFlow on x 2691 followers
Created: 2025-07-22 20:19:39 UTC
Morgan Stanley Base Case: Impact of the Big Beautiful Bill on FCF
$AMZN: +49% FCF in 2025 $GOOGL: +$24.7B in 2025/+31% $META: +22% in 2025 FCF $MSFT: +$11B in FY2026/+14% $AAPL: +$12B in FY2026/+11%
The combined FCF tops $XX billion, more than $META total FCF last year
XXXXX engagements
