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by anonu 33 days ago
the FCF slide is for hyperscalers - which excludes TSLA, NVDA
1 comments
patrickk 33 days ago
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.
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dualvariable 33 days ago
That slide should probably be the main focus, with the rest supplementary.

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

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Barbing 33 days ago
I was here when you called it!

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

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CamperBob2 32 days ago
How so? An economy is all about cash flow, and this is cash flow.
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