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@_antonico @0x_DISSENT @Steelminion69 @TheGalox_ They both use custom-made chips. Both Samsung and Google have to optimize for it. Samsung has been making phones and their own chips for a long time. This is the part where experience is relevant. What part doesn't make sense to you?
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@0x_DISSENT Still got time, but something has to happen sooner than later.
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Respect for Burry, but this comparison has holes.
Motorola in 1997 was a hardware company betting on a single product cycle. When Nokia and then iPhone disrupted handsets, they had nothing else.
Alphabet in 2026:
Search: 90% market share, $175B/year
YouTube: $60B annual revenue
Cloud: +48% YoY, fastest growing hyperscaler
Android: 3B+ devices
Waymo, DeepMind, Gemini
Motorola had one moat. Alphabet has five.
The 100-year bond isn't hubris. It's locking in cheap capital while they can. With $100B+ cash on hand, they don't need the money. They're arbitraging rates.
Is Alphabet vulnerable to disruption? Every company is. But the "single product company issues long bond before collapse" pattern doesn't fit a diversified cash machine.
The better question: What disrupts Search, Cloud, AND YouTube simultaneously?
I don't see it yet. $GOOGL $SPY $QQQ
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Alphabet looking to issue a 100-year bond. Last time this happened was Motorola in 1997, which was the last year Motorola was considered a big deal.
At the start of 1997, Motorola was a top 25 market cap and top 25 revenue corporation in America. Never again.
The Motorola corporate brand in 1997 was ranked #1 in the US, ahead of Microsoft.
In 1998, Nokia overtook Motorola in cell phones, and after the iPhone it fell out of the consumer eye.
Today Motorola is the 232nd largest market cap with only $11 billion in sales.

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@michaeljburry They have $126B cash in hand and a $240B backlog in future revenue. This is an offensive move that takes advantage of their credit rating to finance the AI war upfront. They're gonna be fine.
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Should $NVDA be worth more than the entire GDP of India and Japan?
For context, NVIDIA has 36,000 employees. India has 1.46 billion people producing economic activity and Japan is the most technologically disciplined nation on Earth.
@michaeljburry I need answers.

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@IvanBullish I was shocked after plotting the data on the chart. Visually stunning.
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Joe Biden's insane policies left American families unable to afford a decent living in their own country.
Through tax cuts, better paying jobs, and investment in American industry, President Trump is making America affordable again for working families one step at a time.
Rapid Response 47@RapidResponse47
.@POTUS: "Under Biden, real wages plummeted by $3,000 a year. Under Trump, the typical factory worker has seen their wages increase by more than $1,300... For construction workers, it’s $1,800 up... For miners, their wages went up $3,300."
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Elon Musk: “There are massive transfer payments going to illegal immigrants. We're paying people to come here from somewhere else in vast numbers… flying them in then fast tracking them to citizenship and making them beholden to government payments and voting hard left… It's like voter importation.”
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