@michaeljburry@DaveMustaine I was thinking about this song when I woke up this morning before looking at my phone. The lyrics are spot on and really hit home. I hope this war gets resolved as quickly as possible with the fewest number of casualties.
Added to my #TOM position. Very speculative, but recent operational news and the current energy/geopolitical environment are interesting factors to watch.
Traded up to 0.09 in Jan โ high risk as always. Will see how it evolves.
@michaeljburry One of the all-time great metal songs. "Let freedom ring with a shotgun blast". A song I believe is about the branch Davidians in Wako Texas and their run in with the law.
A question I have for $ORCL, $GOOG, $META, $MSFT, $AMZN, $NVDA, $CAT, and all the rest, โWhen does the spending for AI data center buildout actually end?โ
It is consuming all your cash flow, you are borrowing, you are financing in ways you never have, apparently because it is so urgent, because it scales?
But if it scales, when does it end?
Now you are engaging in accounting tricks to hide expense, to protect earnings, as the impact is so severe. You will be tortuously adjusting your earnings in a new and sinister ways.
When does it end?
In the 1920s there was radio mania focused mostly on one stock, RCA. The stock fell peak to trough about 98% during early 1930s, and yet radioโs growth never slowed for many more decades. Even if you predicted a half century of radio dominance, you would have lost money on RCA. $NVDA