Meta and Google Highlighted for Free Cash Flow and Hyperscale Advantages
The conversation points out the immense scale and free cash flow of major tech monopolies like Meta and Google, which continue to dominate infrastructure and engineering capacity.
“The real beneficiaries are the companies with free cash flow. The companies like a Microsoft or a NVIDIA or you know, even a micron that is cash flowing per quarter, $33 billion a quarter.”
Heard on Excess Returns — “Baird's Tech Strategist Says This Isn't 2000. So Why Is He Warning Against Buying the Dip?”, published Saturday, October 24, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.