[patrickk]

On slide 6, they list the Mag7 stocks (not defined in a foreword), but on slide 8 they list the free cash flow (FCF) of a somewhat different set of companies. Why not stick to the Mag7 FCF only? It muddies the waters.

[sroussey]

Apple is not burning its cash on buildout, which would make their graph less interesting.

[enopod_]

True. This slide also struck me the most, but for the data it shows. Free cash flow for all the hyperscalers basically evaporated in the last couple of months, with Oracle in the minus. What does this mean?

[anonu]

the FCF slide is for hyperscalers - which excludes TSLA, NVDA

[patrickk]

Yes but the Mag 7 is the main focus, suddenly switching to a different set of companies is comparing apples to oranges. That slide belongs in an annex.

[dualvariable]

That slide should probably be the main focus, with the rest supplementary.

That is the slide that is likely to pop the economy.

[Barbing]

I was here when you called it!

Is that Oracle down there increasingly in the negative? & Amazon's free cash flow reaching zero?

[CamperBob2]

How so? An economy is all about cash flow, and this is cash flow.