This is my view on the whole *AI Bubble* thing. Think about how a classic gold rush works. * At first the money is made selling shovels. * But for a gold rush to be sustainable miners have to start …
I came across $TMUS as a solid medium/long-term value compounder and wanted to get the community's take on my thesis. To me, it looks like a high-quality business trading at a compelling price. The Fundamental Picture Free Cash Flow (FCF) …
If you had to pick one at CURRENT prices, what would it be ?
Quick follow-up to my google post. Microsoft guided capex up 35% and gained $260B overnight, amazon hiked to $220B and jumped 7%, while google and meta spent less and got punished. the difference is tenants. azure and aws rent their …
I know all about their financing activities in Cloud/Data centers and negative FCF. But couldn’t understand why operating cash flow decreased. Could someone explain?
There have been some crazy moves today, and it's even crazier when you realize how much money is being moved on days like today. I mean, 1-2 trillion dollars was literally the worth of the entire stock market a couple …
As someone who has worked in multiple biology / genetics labs, I have always paid attention to one company in particular that made all of the DNA sequencers and equipment for the lab, Illumina! I realized about a year ago …
Killed from both sides: long the AI buildout (SK Hynix, Nebius, SanDisk, Micron, CoreWeave - all down 35%+), short software names like Adobe that ripped higher. **The part that should scare you:** forced sellers don’t care about your cost basis. …
From MSFT: 1. “at the start of FY '27, we are extending the estimated useful life of our data centers and office buildings from 15 to 25 years, reflecting our operating history and expected use of these assets. Simple words: …
Sea Limited is running the same engine as MercadoLibre, an ecommerce plus a fintech business but in Southeast Asia instead of Latam. All three of its businesses are already profitable, and the stock is about 40% down its high in …