COINcidentallyCurious

A question I have for $ORCL, $GOOG, $META, $MSFT, $AMZN, $NVDA, $CAT, and all the rest, “When does the spending for AI data center buildout actually end?” It is consuming all your cash flow, you are borrowing, you are financing in ways you never have, apparently because it is so urgent, because it scales? But if it scales, when does it end? Now you are engaging in accounting tricks to hide expense, to protect earnings, as the impact is so severe. You will be tortuously adjusting your earnings in a new and sinister ways. When does it end?

🚨WHAT ON EARTH??!!!! The National Guard has just SUSPENDED all 8 pilots of the Apache helicopters that flew on the "Salute to the Shore" flyover across the South Carolina coast. No reason has been given for their suspension. A source says as soon as the pilots landed, they got a message saying they were suspended pending an investigation.

lol go check which stocks are up and which stocks are down right now after the $META news 🎯🎯🎯🎯 Capex slow down incoming & time to start justifying the buildouts 😎💵

MicroStrategy's Board of Directors just authorized a $BTC monetization program "under which the Company may sell Bitcoin from time to time for three primary purposes:" - to generate up to $1.25 billion of additional proceeds to fund the USD Reserve - to additionally fund preferred stock dividends and interest expense as they become payable, or to replenish the USD Reserve after such payments, when management determines that it is more advantageous than issuing class A common stock or other capital markets transactions; and - to additionally fund repurchases of Digital Credit Securities or class A common stock, including related taxes, fees, and transaction expenses, under the repurchase programs described above.

Michael Saylor: “I give you the upside. You have no downside. And I pay you a dividend while you wait to get rich.”