- 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. 노트
- Bad debt + Fake demand on their balance sheet by Open AI will cook ORCL legitimacy 노트
- 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.
면책사항
해당 정보와 게시물은 금융, 투자, 트레이딩 또는 기타 유형의 조언이나 권장 사항으로 간주되지 않으며, 트레이딩뷰에서 제공하거나 보증하는 것이 아닙니다. 자세한 내용은 이용 약관을 참조하세요.
면책사항
해당 정보와 게시물은 금융, 투자, 트레이딩 또는 기타 유형의 조언이나 권장 사항으로 간주되지 않으며, 트레이딩뷰에서 제공하거나 보증하는 것이 아닙니다. 자세한 내용은 이용 약관을 참조하세요.