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| ▲ | delecti 5 hours ago | parent | next [-] |
| I think the point is more: as soon as they stop with the AI silliness they'll return to being a quite strong business. |
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| ▲ | overfeed 3 hours ago | parent | prev | next [-] |
| The implication is if AI implodes, the AI-related expenses go away and what remains is a great business. |
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| ▲ | mr_toad 4 hours ago | parent | prev | next [-] |
| > But you don´t get to to that. You can, and for tax purposes you must. The bean counters hate that you can’t deduct capex. |
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| ▲ | aoeusnth1 5 hours ago | parent | prev | next [-] |
| The return on capital is also phenomenal. To be a bear, you have to assume that will crater. |
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| ▲ | jhpankow 4 hours ago | parent | prev [-] |
| EBITDAI |
