@SamanthaLaDuc Flawed analysis. FCF is artificially lower due to increase capex on ai. Not making the case it’s a good bet. Only pointing out the artificially lower fcf. Google is a sum of the parts story with multiple different businesses that would trade at premium multiples Youtube and Waymo
@SenWarren@FreightAlley@JetBlue@SpiritAirlines@JusticeATR@USDOT 17k people with out jobs, thousands stranded and the avg fare will go up 22% over the next year. Victory, you clueless mess.
City of Fort Lauderdale will suffer as well and plenty of regional airports.
Victory for the clueless
@PPTReport@OilandEnergy During last cycle high, started slowing at 128 and really halted near 155, price adjusted that’s near 250 today. But likely somewhere north of 150 to 200
The $1.5T SpaceX IPO will create a MASSIVE surge in the space industry this year…
To take advantage of the space sector squeeze in 2026 you need to be invested in:
$RKLB ~ building the future of space logistics.
$ASTS ~ Building the space Communication layer.
$RDW ~ Supplying critical space infrastructure and components.
$PL ~ Providing earth observation data and analytics.
All 4 of these companies are building the backbone of the space industry…
The 2026 Market Blueprint: BlackRock, Goldman, JPMorgan and Morgan Stanley’s S&P 500 Targets and Top Stock Picks - Caveman 101 https://t.co/8LPd1Aa712
@BarbellFi At the rate the Govt is spending, why would you risk your capital for 5%, when duration will kill you if inflation comes back 1 year from now