Jukke Lapkikö

@JukkaLepikko x.com/i/grok/share/1…

Olen tällä viikolla nähnyt aika monta kertaa tämän kuvaajan, jossa ihmetellään hyperscalereiden vapaan kassavirran romahdusta. Lisäsin punaisen kuvaajan, joka laskee yhteen molempien ryhmien vapaan kassavirran. Se on kaikkien aikojen huipussa – markkinan näkökulmasta ei hätää.

@JukkaLepikko x.com/i/grok/share/1…

Tässä taas hyperscalereiden vapaan kassavirran ennusteet Bloombergilta. Ennusteen mukaan niiden vapaa kassavirta kimpoaa takaisin edellisiä huippuja korkeammalle tasolle jo 2029.

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