jaaareek

[jaaareek @jaaareek]

@rdd147 @rdd147 and how do Oracle go bankrupt with less than 20 billion maturing till 2028?

[jaaareek @jaaareek]

@rdd147 Well kinda all bonds are crashing.

Apple has nothing to do with ai and yield still increased 8% in one month…

[jaaareek @jaaareek]

@NetBestVPN @MarekLangalis @JPropaganda Jeśli uważasz że poprzednie pokolenia miało 2k do dyspozycji na „życie” w Polsce lat 90’ to pozdrawiam xdddd (oczywiście z zachowaniem inflacji)

[jaaareek @jaaareek]

@optionscjp My brother in Christ - low of big numbers.

Google so as Msft and AMZN spend over 100 bln in ai capex, yet their base cloud revenue was very low.

That’s why they grow in big numbers (%).

[jaaareek @jaaareek]

@Fajlip93 @SmartKapital001 Ciężko stwierdzić - trzeba by policzyć ile z tego to SpaceX, pewnie dużo a obecnie akcje spadły już o ponad 30%.

[jaaareek @jaaareek]

@Michahnfg @SmartKapital001 To jest wycena SpaceX na 30.06.

Był wtedy po 170, dziś jest 115.

Oni mają 5% udział tam więc będzie bujać strasznie eps i bardzo mało będzie on mówił o kondycji spółki.

[jaaareek @jaaareek]

@4billsaway @YetAnotherJer @earnings_guy @grok Probably it’s their stake in SpaceX/anthrophic etc.

The date is 30.06. SpaceX was worth over 200 usd there and they have 5% stake.

[jaaareek @jaaareek]

@rdd147 1. Meta is also cheap as fuck
2. ORCL forward pe is around 15, meta around 20.
3. ORCL has higher projected CAGR on revenue and income.

[jaaareek @jaaareek]

@Sakibomb13 @danielisdizzy Which part of the computer power market screams to you „discounted lease price”?

The one in which athrophic overpays SpaceX only to perma castrate Claude due to gpu constraints?

Or the part when Kimi is no longer avaible duo to lack of gpus?

[jaaareek @jaaareek]

@Aesop_NPV @MetacriticCap Bro even at current price 20 bln is 6% dillution not 60%

Also if stock drops -55% In 1.5 moth without any news it is likely that price will recover (may only halfway but still)

They gave themselves time to issue new shares till the end of the year

Chill bro, Larry is not idiot

[jaaareek @jaaareek]

@Aesop_NPV @MetacriticCap Dude check due dates of their debt.

Spoiler 80% has due date after 2030.

If whole world say that ai and computer is useless - then they have problem (still way lower than nbis or crwv), any other way they at least break even.

If open ai collapse they sell to athrophic.

[jaaareek @jaaareek]

@Aesop_NPV @MetacriticCap Wasn’t it priced in like 30% ago?

Currently their 650 bln backlog have negative value.

[jaaareek @jaaareek]

@moherRP @pawlowsky132 @_zboral Czyli w praktyce pewnie złamanego grosza nie zobaczą. Jak coś miał to już komuś przekazał, a jak wyjdzie to będzie zarabiał minimalną + reszta pod stołem.

Z minimalnej można zajmować tylko alimenty.

[jaaareek @jaaareek]

@mathlonning Honestly if thanks to that I was able to triple my Tmdx position below 70 I am happy.

As long as I don’t big problems with trials or lowering revenue guidance I am fine with short term turbulences.

[jaaareek @jaaareek]

@mark_ledain @nataninvesting Clients pay for revolutionary technology allowing organs to be perfectly intact after many hours - not for flight itself.

They are not Ryanair or Delta

[jaaareek @jaaareek]

@mark_ledain @nataninvesting Bro they are charging 100k per flight with fuel costs around 5k.

Even 2x increase means dragging down margins 60->55%, not 25%.

In reality drag would’ve been even lower because part of additional costs is covered by clients.

[jaaareek @jaaareek]

@PlusEVBagholder Oil is very insignificant. They make 100k per transplant. Oil costs around 5k.

So basically 2x oil price= 60%->55% gross margin (in reality even less because part of this cost is shared with clients)

[jaaareek @jaaareek]

@Xeycoo @TheLongInvest 42, Bro it’s like 5 pe

[jaaareek @jaaareek]

@Fin_Eng_Net @Ric_RTP Then market is even more stupid with crwv and nbis.

Either ai demand is real and they have 4x smaller backlog than ORCL without SAAS component (and their combined value is over 100 bln).

Or ai demand will collapse shortly - then all of them are fucked but ORCl has at least SAAS

[jaaareek @jaaareek]

@Fin_Eng_Net @Ric_RTP I mean sure - but as I said nothing happened during last 30 days.

Market either is stupid now pricing it 140 or it was stupid month ago pricing it 250.