2 ms·
He also noted recently that a lot of tech companies have been extending depreciation times from say 3 years 5 years ago to 6 years today, to inflate earnings, w
by ghtbircshotbe 11mo ago
He also noted recently that a lot of tech companies have been extending depreciation times from say 3 years 5 years ago to 6 years today, to inflate earnings, without any convincing explanation for why.
- sidibe 11mo agoI think a lot of disk/compute has legitimately lasted longer than they initially thought it would. The initial estimates are too conservative
- ghtbircshotbe 11mo agoYou can read part of his response to this here: https://stansberryresearch.com/whitney-tilsons-daily/alphabet-has-replaced-nvidia-as-the-ai-market-darling-the-numbers-dont-add-up-for-massive-ai-spending-mike-burrys-bearish-views-on-ai-and-nvidias-response https://stansberryresearch.com/whitney-tilsons-daily/alphabe...