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“...and now Alphabet (GOOG) has even resorted to its first major equity issuance since 2004 (with Meta reportedly considering one as well now)... Do you remember how much pain Zuck had to take on the M”
@Kuppy's Korner · Praetorian Capital
Meta is poised for a massive multiple compression as it considers dilutive equity issuances to fund deeply unprofitable AI datacenters.
METASHORT@ $571.69
$566.03+0.99%
since call Jun 7
peak +9.6%
“First, they’ve used up most of their annual cash flow, then they’ve taken on debt to fund them, and now Alphabet (GOOG) has even resorted to its first major equity issuance since 2004... Despite their”
@Kuppy's Korner · Praetorian Capital
Alphabet faces a severe valuation re-rating as it resorts to its first major equity issuance since 2004 to fund negative-ROIC datacenters.
GOOGSHORT@ $365.00
$358.01+1.92%
since call Jun 7
peak +12.4%
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