| ▲ | anonu 2 hours ago |
| the FCF slide is for hyperscalers - which excludes TSLA, NVDA |
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| ▲ | patrickk an hour ago | parent [-] |
| 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 an hour ago | parent [-] | | That slide should probably be the main focus, with the rest supplementary. That is the slide that is likely to pop the economy. | | |
| ▲ | Barbing 33 minutes ago | parent [-] | | 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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