@dc_mannie@dishingtherock@Philly__Nation This started in 2023 when Hurts signed. Every contract since then has been backloaded with void years because they are in win now. The wheels are about to come off and the AJ Brown dead money is Exhit A. There is a reason he was a post June 1st trade, they needed to split it up
@dishingtherock@Philly__Nation The amount of void years he has on contracts right now, hes in win now. Hes planning on being bad in a few years. Please just look at the 2029 cap situation. If any of those players get cut, hurt, get in trouble, it only gets worse and pulls the dead cap forward. Huge risk
@itsmichaelluu That is why I am confused. Sure punish Google for negative cash flow but doesnt that mean the downstream AI build out stocks should get a bid? The initial market reaction did not follow that logic
Can someone explain this to me? One of the largest companies in the world, Google, reports great earnings and investments into AI infrastructure. As a result, Google drops, AI infrastructure stocks drop. The money is being earned and spent yet everyone is punished? Im confused.
@BStan07@T_Gatzemeier AND your employ can contribute 5000 annually if they have this as a part of their benefit package. I have already contracted my HR team and they are adding this moving forward.
@RomanPuglise@T_Gatzemeier To a degree but the conversion cap of 45k is very limiting. Trump accounts dont have thag at conversion and can be used to buy a house or start a business, up to 25%
@saxetor@AlexMasonCrypto Rebalancing and diversifying... shares have nearly 4x in 4 months. If they have been in long before the IPO, they are significantly overweight. Not hard to understand.
@saxetor@AlexMasonCrypto If this happens it will force the market higher as some of that money will go right back into the market. Sounds like i should just avoid SpaceX for a bit.