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On slide 6, they list the Mag7 stocks (not defined in a foreword), but on slide 8 they list the free cash flow (FCF) of a somewhat different set of companies. W
by patrickk 4mo ago
On slide 6, they list the Mag7 stocks (not defined in a foreword), but on slide 8 they list the free cash flow (FCF) of a somewhat different set of companies. Why not stick to the Mag7 FCF only? It muddies the waters.
- anonu 4mo agothe FCF slide is for hyperscalers - which excludes TSLA, NVDA
- patrickk 4mo agoYes but the Mag 7 is the main focus, suddenly switching to a different set of companies is comparing apples to oranges. That slide belongs in an annex.
- dualvariable 4mo agoThat slide should probably be the main focus, with the rest supplementary. That is the slide that is likely to pop the economy.
- Barbing 4mo agoI was here when you called it! Is that Oracle down there increasingly in the negative? & Amazon's free cash flow reaching zero?
- CamperBob2 4mo agoHow so? An economy is all about cash flow, and this is cash flow.
- sroussey 4mo agoApple is not burning its cash on buildout, which would make their graph less interesting.
- enopod_ 4mo agoTrue. This slide also struck me the most, but for the data it shows. Free cash flow for all the hyperscalers basically evaporated in the last couple of months, with Oracle in the minus. What does this mean?