**The numbers Q2:** Operating Cashflow: 32.2 → 31. 9 Bil. $ Gain: 26.8 → 15.9 Bil. $ Free Cash Flow: 12.4 → 0.8 Bil. $ Free Cash flow has declined obviously due to Capex. But the operating cashflow hasn't changed …
Seems like they had a massive crash and everything is on sale, have a bit of dry powder and am considering putting in some stake tommorrow, anyone else planning the same or is there more room for liquidation, most of …
* **Market Capitalization:** \~$12.18 billion * **Enterprise Value (EV):** \~$12.12 billion * **Shares Outstanding:** \~408.36 million * **EV/Revenue Multiple:** \~3.62x EV = Market Cap. the company holds roughly zero net debt **Apartments com** alone earns **625M EBITDA** 79% gross margin. …
is it not clear to EVERYONE that AI takeover is a total FLOP? today (7/29) was a clear signal that ADBE is not only safe from AI takeover but also fed disruptions. I think when people talk about adobe's "moat", …
I am looking at the freefall of Micron and I cannot believe it. A company with a margin of 80%, ridiculous amount of free cash flow, worth well enough to cover debt, explosive revenue growth, and right now at a …
MSFT just posted a bonkers Q4 and well exceeded the Street’s expectations. Why’s this sub so quiet?? $90B total rev. Lowered CapEx forecast from $190B to $175B. Azzure growth accelerated to 43%. Strong forward guidance. Stock up 7% after hours. …
Quick context first for anyone who needs it. Amazon is really three businesses stapled together: a retail marketplace, a logistics network, and AWS, the cloud infrastructure arm where most of the profit actually comes from. Advertising has quietly become a …
Hey all, this is my first post so hopefully I follow the rules correctly. I am very new to the investing world so I am trying to learn all that I can. A stock I have been keeping an eye …
I understand the concern of decling apple business/smartphone but the drop feels like a massive overcorrection/panic. $145? I want to enter tomorrow because the price is just too nice but am I underestimating the concerns or has the market got …
Down about 8% after hours and 30% off its highs. Just running some quick numbers. I can see Free Cash flow going negative during the AI buildout. Should CAPEX start to normalize (from 135% OCF in FY28 to 70% OCF …