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![VcircleFuture Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1748036376808034304.png) V.C.F. [@VcircleFuture](/creator/twitter/VcircleFuture) on x XX followers
Created: 2025-07-29 01:19:42 UTC

the “One Big Beautiful Bill Act” (OBBBA) might be the hidden FCF unlock for $MSFT, $SNPS, $CDNS, $ORCL 💸

Piper Sandler says:
• XXX% bonus depreciation is back
• full R&D deductibility = big tax win
• $MSFT could reflect this in FY26 guidance soon

cash savings + sharper reinvestment + better valuation math = bullish cocktail 🧠


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1950003264952684603/c:line.svg)

**Related Topics**
[msft](/topic/msft)
[tax bracket](/topic/tax-bracket)
[$msft](/topic/$msft)
[microsoft](/topic/microsoft)
[stocks technology](/topic/stocks-technology)
[$snps](/topic/$snps)
[$cdns](/topic/$cdns)
[$orcl](/topic/$orcl)

[Post Link](https://x.com/VcircleFuture/status/1950003264952684603)