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Try to make sense... They can spend their market cap by either: 1: issuing new shares worth their market cap, diluting existing shareholders to 50%. 2: Or bo
by robocat 2y ago
Try to make sense...
They can spend their market cap by either:
1: issuing new shares worth their market cap, diluting existing shareholders to 50%.
2: Or borrow their market cap and pay interest by decreasing profits. "AMD operating margin for the quarter ending September 30, 2024 was 5.64%" so profits would be extremely impacted by interest repayments.
Either way your suggestion would be unlikely to be supported by shareholders.
> crush the next TSMC node on Apple levels
I would guess Apple is indirectly paying for the hardware (to avoid repatriating profits) or guaranteeing usage to get to the front of the line at TSMC. Good luck AMD competing with Apple: there's a reason AMD sold GlobalFoundries and there's a reason Intel is now struggling with their foundry costs.
And it comes across as condescending to assume you know better than a successful company.
- benreesman 2y agoWhen 4 trillion dollars are at stake, the financing is available or it fucking better be. What in God’s name do we pay these structured finance, bond-issue assholes 15% of GDP for if not to finance a sure thing like that? It sure as hell ain’t for their taste in Charvet and Hermes ties, because the ones they pick look like shit.