| ▲ | hansmayer 5 hours ago | |
> Excluding But you don´t get to to that. Would be like "Excluding my business costs, my company profits are the same as my revenue". | ||
| ▲ | 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. | ||
| ▲ | 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. | ||
| ▲ | 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. | ||
| ▲ | 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. | ||
| ▲ | jhpankow 4 hours ago | parent | prev [-] | |
EBITDAI | ||