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by 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.
1 comments

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

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

I was here when you called it!

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

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