← Back to context Comment by anonu 3 hours ago the FCF slide is for hyperscalers - which excludes TSLA, NVDA 3 comments anonu Reply patrickk 3 hours ago Yes 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 2 hours ago That slide should probably be the main focus, with the rest supplementary.That is the slide that is likely to pop the economy. Barbing 2 hours ago I was here when you called it!Is that Oracle down there increasingly in the negative? & Amazon's free cash flow reaching zero?
patrickk 3 hours ago Yes 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 2 hours ago That slide should probably be the main focus, with the rest supplementary.That is the slide that is likely to pop the economy. Barbing 2 hours ago I was here when you called it!Is that Oracle down there increasingly in the negative? & Amazon's free cash flow reaching zero?
dualvariable 2 hours ago That slide should probably be the main focus, with the rest supplementary.That is the slide that is likely to pop the economy. Barbing 2 hours ago I was here when you called it!Is that Oracle down there increasingly in the negative? & Amazon's free cash flow reaching zero?
Barbing 2 hours ago I was here when you called it!Is that Oracle down there increasingly in the negative? & Amazon's free cash flow reaching zero?
Yes 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.
That slide should probably be the main focus, with the rest supplementary.
That is the slide that is likely to pop the economy.
I was here when you called it!
Is that Oracle down there increasingly in the negative? & Amazon's free cash flow reaching zero?