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ID: FkjpS2wb/biz/60550888#60551416
6/26/2025, 8:06:26 PM
>>60551386
I don't like looking at forward P/E
Also reminds me that many tech companies are currently spending close to or even over 100% of their operating cashflows on capex + shareholder returns (buybacks/dividends). Essentially transferring everything to Nvidia.
That's not sustainable long term and definitely not if there is any kind of slowdown.
I don't like looking at forward P/E
Also reminds me that many tech companies are currently spending close to or even over 100% of their operating cashflows on capex + shareholder returns (buybacks/dividends). Essentially transferring everything to Nvidia.
That's not sustainable long term and definitely not if there is any kind of slowdown.
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