The GPU utilization numbers are certainly impressive. The question I’m still wrestling with is whether infrastructure demand and shareholder returns scale together. A business can win the AI buildout and still disappoint investors if expectations or capital intensity outrun economics. That’s the distinction I’m watching most closely.
Probably I’m coping but making $90B annually is much better than $67B. They have no choice. If they stayed only as SaaS thing they would cost sub $130? 🙄 Now they have agents, tokens, multi cloud, healthcare. It will add up.
The GPU utilization numbers are certainly impressive. The question I’m still wrestling with is whether infrastructure demand and shareholder returns scale together. A business can win the AI buildout and still disappoint investors if expectations or capital intensity outrun economics. That’s the distinction I’m watching most closely.
Probably I’m coping but making $90B annually is much better than $67B. They have no choice. If they stayed only as SaaS thing they would cost sub $130? 🙄 Now they have agents, tokens, multi cloud, healthcare. It will add up.
By the way - 9.5* debt to earnings wahuuuu.. Good luck
It will be $300 stock in a year
🤞 Go for it👍