AkhenOsiris
Goldman's Tony P on Hyperscalers:
"While I have little worry about the balance sheets or the earnings power of the Mag Seven, the market narrative has changed...the simplicity of the hyperscalers funding immense AI capex so easily from operating cash flow has changed.
Given questions around capex intensity, it's also hard for me to see the kind of upside convexity that we grew accustomed to in prior years. In the end, it will be a show-me story, with the onus on companies to attach revenue growth to spend."
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Goldman's Tony P on Hyperscalers:
"While I have little worry about the balance sheets or the earnings power of the Mag Seven, the market narrative has changed...the simplicity of the hyperscalers funding immense AI capex so easily from operating cash flow has changed.
Given questions around capex intensity, it's also hard for me to see the kind of upside convexity that we grew accustomed to in prior years. In the end, it will be a show-me story, with the onus on companies to attach revenue growth to spend."
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Moon Dev
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moon dev
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liquidated
this is the last time you ever need to get liquidated
you will not trade with emotions again
i am showing you step by step how to go from non coder to fully automated trader
everything is closing on thursday
do not miss your shot
join here https://t.co/EHUr5aAxhF
moon dev
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