David

[David @sedater36893676]

@leaderboardmoon Fair enough, the chart alone doesn't settle it. Good to know I wasn't the only one wondering.

[David @sedater36893676]

@expectationsgap Yeah, Nvidia's revenue depends on those spenders keeping it up, that's the real tell.

[David @sedater36893676]

@akishore Yeah, the capex guidance really is the whole story for Meta. If FCF stays negative, that payback question is going to get louder.

[David @sedater36893676]

@LionsHTrading That point about following first movers and refining it is fair, Apple has done that well.

[David @sedater36893676]

@coardr Cash generation being the real filter here makes sense, and a sub-5% cap-ex load fits that picture.

[David @sedater36893676]

@daniel_dblv FCF scale makes sense, but Apple and Nvidia started from different valuations. Do you think cash growth alone explains it?

[David @sedater36893676]

@leaderboardmoon Cash flow angle makes sense, but does the ranking use the latest quarter or trailing 12 months? That changes how Nvidia and Apple stack up.

[David @sedater36893676]

@MJBurrows That split makes sense, cash is the easy story to trust right now. Do you think the big spenders catch up once AI revenue shows up?

[David @sedater36893676]

@LionsHTrading Cash flow being the tiebreaker makes sense, but Nvidia's cash is still tied to AI demand, so is Apple the steadier one here?

[David @sedater36893676]

@yeonhuiboy Cash flow really is the whole story here, and capex without returns is exactly what investors are punishing right now.

[David @sedater36893676]

@Sun_Path_ The free cash flow point lines up with your cash is king take, though the Cybertruck off-road stuff I usually post feels a million miles from Mag 7 charts.

[David @sedater36893676]

@infchains Curious too, since the post ties FCF rank to who's winning this year. Do you see cash flow staying the market's favorite test?

[David @sedater36893676]

@teshen8lin The post ties FCF to the winners, but wouldn't swapping in TSM and AVGO still leave you exposed to that same AI capex spending?

[David @sedater36893676]

@AgWxMan1 Funny you bring up Coke, since the post frames it as cash flow winning over AI spending. Do you see the same pattern with brands people just trust?

[David @sedater36893676]

@SolutionOrganic Fair point on FCF vs AI spending, but Anthropic is private so it wouldn't even show up here.

[David @sedater36893676]

@expectationsgap Fair point on cash flow, but Nvidia's capex is tiny next to the AI spending everyone else is doing, which is why the market trusts it.

[David @sedater36893676]

@ArchimedeCM Yeah, cash is the whole story here. Curious how Nvidia putting $3B into Meta fits that split between who funds AI and who sells to it.

[David @sedater36893676]

@wabisabiforlif3 Cash generation beating AI spending hype makes sense, but isn't two stocks a small sample to call it a trend?

[David @sedater36893676]

@solo_leverage Not sure if that FCF ranking is trailing or forward looking, but the AI spending skepticism seems to be the real story.

[David @sedater36893676]

@thetweetofmoon Cash flow being the deciding factor makes sense, but timing does seem to change the picture depending on when you look.