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META's Capex-to-D&A ratio has increased to 4.3x. This is important because: (1) Mathematically, it means that depreciation is going to continue to rise; (2) It is likely that earnings are overstated
Source: Speedwell Research (X)
OPINION: There are only 130 US tech companies, public or private, valued at $10B or more (decacorns). That’s roughly 20 to 30 new companies per decade, over the last five decades. This year alone, with a quarter to go, there have been 42 decacorns minted privately.
Either this is the most economically transformative event since the Industrial Revolution, or we’re getting a wee bit ahead of ourselves.
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Gnosly Live Signals | AI is getting cheaper
At a given level of performance, cost has fallen ~47%/quarter since 2023.
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Gnosly Live Signals - China is seeing a historic boom in exports due to AI.
China outsmarts the world - Source The Kobeissi Letter
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