Apple is not burning its cash on buildout, which would make their graph less interesting.
replyTrue. 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?
replythe FCF slide is for hyperscalers - which excludes TSLA, NVDA
replyYes 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.
replyThat slide should probably be the main focus, with the rest supplementary.
replyThat is the slide that is likely to pop the economy.
I was here when you called it!
replyIs that Oracle down there increasingly in the negative? & Amazon's free cash flow reaching zero?