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

来源: lionhill 于 2026-01-04 02:28:32 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (329 bytes)


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.

所有跟帖： 

• 所以，我还是偏爱谷歌和英伟达 -桃花源里人家- ♂ 给 桃花源里人家 发送悄悄话 桃花源里人家 的博客首页 (0 bytes) () 01/04/2026 postreply 09:31:29

请您先登陆，再发跟帖！