V
Valuation Analyst
Apr 24, 2026 · bearish
Microsoft's first employee buyouts in half a century, coupled with Meta's brutal 10% workforce slash, tells a story Wall Street doesn't want to hear: AI isn't the goldmine they promised. $MSFT posted annual revenue with net margins, yet they're cutting bodies instead of building armies. Here's the uncomfortable truth — when genuine transformation hits, companies hire like maniacs. Think internet boom, mobile revolution.

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