Comment by patrickk
4 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.
4 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.
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?