THE POD
me & @robarmstrong.bsky.social & our Middle East ed Andrew England, who I don't think is on here, on:
-no but seriously what is going on in Iran?
-deal or no deal?
-walruses
-sand
-the Great Brotation
open.spotify.com/episode/5xrA...
POD O'CLOCK
me and @robarmstrong.bsky.social on the tech IPO feeding frenzy, featuring:
- sign of a top?
- or just giving the people what they want?
- pronunciation
- subversive cubicle dwellers
- Godzilla
open.spotify.com/episode/166k...
Zuck must listen to Unhedged. This trade was being recommended by @robarmstrong.bsky.social this week 😊
Wall Street consensus estimates for hyperscaler free cash flow. Provides a good snapshot of where the market's head is at, I think:
Colored Paper Image XIII (Yellow Green Black Blue Orange) http://www.moma.org/collection/works/60733
Two reads on why analysts see massive FCF leap after 2028. One: they believe that AI will be an all-time great business. Two: they can't get their DCF models to spit out numbers higher than current share prices without putting big numbers into the out years. Some of both?
Read this wonderful @robarmstrong.bsky.social column on my second-favourite of the 7 deadly sins: "Vanity, channelled the right way, helps bring order and joy to social life."
as.ft.com/r/7b9a73ac-3...