7 ms·

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

• patrickk 3mo 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.
  • dualvariable 3mo ago
    That slide should probably be the main focus, with the rest supplementary. That is the slide that is likely to pop the economy.
    • Barbing 3mo ago
      I was here when you called it! Is that Oracle down there increasingly in the negative? & Amazon's free cash flow reaching zero?
    • CamperBob2 3mo ago
      How so? An economy is all about cash flow, and this is cash flow.