lil retard

Shocking stat of the day: Nvidia, $NVDA, Micron, $MU, Broadcom, $AVGO, and Applied Materials, $AMAT, are now expected to generate a record $430 billion in combined free cash flow (FCF) over the next 12 months. That would be more than TRIPLE the FCF they generated just 2 years ago. At the same time, the combined FCF of Amazon, $AMZN, Alphabet, $GOOGL, Meta, $META, Microsoft, $MSFT, and Oracle, $ORCL, is projected to turn negative for the first time on record. That would mark a massive reversal from the +$260 billion peak reported by these companies in 2024. This comes as AI-related CapEx by these 5 companies is estimated to surge to ~$1.8 trillion in 2026 and 2027 combined. Chipmakers are becoming cash machines, while AI giants are burning record amounts of capital.

Im old enough to remember when sales force borrowed $25 billion to buy its stock back at $195 two weeks ago. $CRM

why $NAKA fell -99.8%, explained in the most laymen's terms possible: -shareholders got raped with mNAV compression (it tragically flipped from a 20x premium to a 0.3x discount) -the value of the underlying (aka BTC) fell -50% -they sold some BTC to buy shares of other treasury companies, and those investments have massively unperformed BTC -they took out a bitcoin backed loan and got liquidated when the value of their collateral dropped too low -shareholders were diluted, but not to buy bitcoin, it was to buy David's magazine -on top of all of that, the company itself is unprofitable and only bleeds money

—Two undeniable facts for context:— 1. The rate of change in the growth of the BTC stack has to slow down over time. 2. If the business never expands from here, BTC per share goes down forever to pay the Pref Divs.

Eager to hear your life advice. What should I be doing?