Sell MSFT by Nov 24, 2026.

I read Microsoft’s latest report and kept asking myself, what does this remind me of? And at one point... oh my God, bingo... it’s Verizon. I was looking at the comparison between Free Cash Flow & Owner Earnings and CapEx vs D&A. And I realized that Microsoft is now partially in the same situation Verizon was in a few years ago. What do I mean? Here’s what. Think about how mobile communications developed. It all started with NMT (maybe there …