Correct - there are no freebies here! You can't really rip off bond-holders when you are not positive EBIT and EBITDA...
Correct hyperscalars are doing fine - as it stands. The problem is OAI/Anthropic - but if OAI and Anthropic fail the whole thing comes apart. Goog, Meta etc will be fine as they had tremendous cash flow generating…
Did you even read the twitter post? This is not panic selling. This is someone who has done their own analysis and determined the situation does not look sustainable and it's time to get out.
Correct - there are no freebies here! You can't really rip off bond-holders when you are not positive EBIT and EBITDA...
Correct hyperscalars are doing fine - as it stands. The problem is OAI/Anthropic - but if OAI and Anthropic fail the whole thing comes apart. Goog, Meta etc will be fine as they had tremendous cash flow generating…
Did you even read the twitter post? This is not panic selling. This is someone who has done their own analysis and determined the situation does not look sustainable and it's time to get out.