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Gordon Johnson, CEO / Analyst at GLJ Research, observes that major hyperscalers such as MSFT, GOOG, AMZN, META, and ORCL currently receive little attention for their free cash flow performance.
According to Johnson, investor interest in these companies' free cash flow remains subdued at this time.
Johnson previously questioned Tesla’s progress on autonomous vehicles, noting the company operated only 31 active robotaxis. He also warned that a planned $300 billion U.S. Treasury T-Bill issuance could drain liquidity from U.S. markets and put pressure on bitcoin. These recent observations come as he now focuses on free cash flow trends among major hyperscalers.