- Open AI is like a rabid dog which doesn't make money and losing billions every year.
- But every hyperscaler enjoyed partnering with Open AI as part of circular financing.
- Your head will spin by looking at how much commitments they have made with everyone.
-
MSFT got caught with their pants down when half of their RPOs/ backlog was from Open AI
- Wait for
ORCL this company faked their financials and added fake RPO based on fraudulent words by Scam Altman.
- Open AI doesn't money to live up to their commitments.
- Daddy
NVDA cannot support its forever otherwise it will become a big liability for them.
- But every hyperscaler enjoyed partnering with Open AI as part of circular financing.
- Your head will spin by looking at how much commitments they have made with everyone.
-
MSFT got caught with their pants down when half of their RPOs/ backlog was from Open AI- Wait for
ORCL this company faked their financials and added fake RPO based on fraudulent words by Scam Altman. - Open AI doesn't money to live up to their commitments.
- Daddy
NVDA cannot support its forever otherwise it will become a big liability for them. הערה
- Bad debt + Fake demand on their balance sheet by Open AI will cook ORCL legitimacy הערה
- Circular financing to fluff up future demand which wouldn't materialize was the playbook for 2025- Investors are interested in evaluating how much of the fake demand and cooked books did the AI Infra companies cashed out in a given reported quarter.
כתב ויתור
המידע והפרסומים אינם מיועדים להיות, ואינם מהווים, ייעוץ או המלצה פיננסית, השקעתית, מסחרית או מכל סוג אחר המסופקת או מאושרת על ידי TradingView. קרא עוד ב־תנאי השימוש.
כתב ויתור
המידע והפרסומים אינם מיועדים להיות, ואינם מהווים, ייעוץ או המלצה פיננסית, השקעתית, מסחרית או מכל סוג אחר המסופקת או מאושרת על ידי TradingView. קרא עוד ב־תנאי השימוש.