Not all Mag7 are created equal…including oracle to show how

来源: 于 2026-01-04 02:28:32 [博客] [旧帖] [给我悄悄话] 本文已被阅读：次


Not all Mag7 are created equal…including oracle to show how the combination of negative free cash flow (FCF), and leverage can stress markets. I think there is more to go in the AI trade and it is one for active strategy.