willinghust

$RKLB: Rocket Lab just announced a $3 billion ATM. Under the Equity Distribution Agreement, the Company may offer and sell, from time to time, shares of the Company’s common stock, par value $0.0001 per share (“Common Stock”) (the “Shares”), through or to the Sales Agents, acting as the Company’s agents or principal, having an aggregate offering price of up to $3,000,000,000 or by the Forward Sellers, acting as sales agents for the relevant Forward Purchasers.

总结 1，这些科技巨头巨大资本开支共高达大几千亿，而现金流不足以覆盖，开始借债投入ai，再过几个季度，就变成重资产，净负债公司 2，这些巨头还有高达大几千亿美金数据中心租赁负债，不管未来ai能不能赚钱，都要支付 曾经的轻资产净现金公司都要逐渐变成了高负债重资产公司😹就像那些海上油服😹