cashflow guy @cashedflow9
Joined November 2022-
Tweets1K
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Followers314
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Following617
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cashflow guy retweeted
@zoomyzoomm Here's what I follow: - $BABA cloud business was 5% of FY'25 EBITDA but will get to ~15% by FY'28 assuming this segment grows EBITDA by 50% annualized (conservative imo). - Local Services (i.e. food delivery) was only -2% of total EBITDA for the same period at a ~$500M loss. -…
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cashflow guy retweeted
Jensen - no question i will be working in 2050 Me - how big $NVDA will be in 25 years?
$WBD to the moon
There is a real possibility that China's anti-competitive policies are part of their broader plan to have the stock market replace real estate as the main engine of wealth creation. Nobody positioned for this. NFA.
$REMX contra opinion but don’t get the hype around rare earths. Anytime commodity plays rely on a temporary dislocation rather than a sustained supply / demand imbalance, the outcome never comes out to what’s intended. NFA.
Things you like to see as a China bull
cashflow guy retweeted
@WillSun_1 Those discounts are only in the food delivery / same day delivery markets domestically. $BABA is head and shoulders above all other non-US players in cloud which is a totally different segment. Important that I said non-US...i.e. anyone who doesn't want to go with US guys (i.e.…
Not bearish $WBD. NFA.
Not bearish $WBD. NFA.
Deepseek was just the beginning. Wait til people see how quickly $BABA cloud scales globally. NFA. wsj.com/tech/ai/artifi…
Bullish for $PPLT
Now let’s compare ROI on cloud biz vs shitty cars. NFA.
Now let’s compare ROI on cloud biz vs shitty cars. NFA.
Max long tech. NFA.
Posts like this is what you like to see when entering $BABA. NFA.
Posts like this is what you like to see when entering $BABA. NFA.
That’s cute. NYC still on top regardless of who’s the mayor. NFA.
That’s cute. NYC still on top regardless of who’s the mayor. NFA.
Pretty good FA.
cashflow guy retweeted
Calling it now: The swing away from optimization culture is going to be one of the bigger trends of the next decade
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