@MurrayHillGuy1 Your account is just an excercise in short-seeth. The reality simply is tall & handsome men get laid no matter their lot in life. Short, fat & ugly men do not. And even if they get rich & powerful, they still will struggle because they physically do not turn women on. Sad reality
@Korosiszorny@rev_cap I could send you 30+ links of ai layoff news headlines, including Jack Dorsey firing half his company 3 months ago. But I’ll skip the rest because you’re an obvious fool who’s not worth my time. https://t.co/DfouBZu3wf
@Korosiszorny@rev_cap Well, AI has been fomenting on-going large layoffs in white collar jobs. That obviously pressures incomes/demand for goods & services which (ceteris paribus) leads businesses to hold off on price hikes to still attract demand. Also prior to the Hormuz closure, Y/Y cpi was 2.5%.
@ContrarianCurse Honestly, where are the expert interviews of the purchaser/granular spend decision-makers of these big tech co’s. I guess they all have NDA’s but some off the the record/anon investigative interviews with some of them, picking their brains, would be serious alpha.
Checking back in on big boi the cash flow donors. It’s been a pretty simple trade. Use the spenders as a funding short to long their spends’ recipients. Profits should be taken on this trade this summer though.
The Hyperscalers have generated a combined $17 billion less FCF (-7.6%) in the past year vs the 12 months through October 2024, yet their combined market cap has increased by $2.6 trillion (30.6%) vs October 30, 2024.
No opinion, just food for thought.
$AMZN $GOOG $META $MSFT
@JaguarAnalytics Just stop bro. It’s tiresome. American equity indexes down 10% in 2-3 days will be the only way to tell when it’s over. Til that happens the music is still playing and we should keep dancing.