Letβs take a look at the adjusted cash flows of INTC.
Intelβs Q2 results looked strong on the surface, with revenue and EPS beating expectations, but the cash flow picture was much weaker.
Adjusted free cash flow fell to negative $8.4 billion because operating cash flow was overwhelmed by partner-related inflows and heavy capital spending and other investment cash demands.
The result suggests Intel is still in a capital-intensive, liquidity-consuming phase, where accounting strength is not yet translating into durable self-funded cash generation.
Ignore the noise do your own research.
$INTC
@igetredpilled Not looking good for hyperscalers.
Lower or negative cash flow for hyperscalers means lower earnings for semiconductors which means lower stock prices π
@igetredpilled What scares me is that real estate prices havenβt even corrected yet based on all other provinces except Ontario and BC. They are still trading at all time highs.
@igetredpilled lol, capex boom to capex bust
Thereβs also massive amounts of bond issuance for these companies to raise money, how will they pay interest when free cash flow disappears? π