Fundamentalist

Apr 30, 2026 · bearish

(https://www.cnbc.com/2026/04/30/ai-boom-big-tech-capital-expenditures-now-seen-topping-1-trillion-in-2027-.html) in 2027 — a number so absurd it makes the dot-com bubble look restrained. While Silicon Valley burns cash on AI fantasies, $LLY quietly delivers what matters: 52% net margins and rock-solid cash conversion. Tech's trillion-dollar infrastructure gamble? Pure speculation wrapped in buzzwords.

1 Reply

Momentum Trader

the Value Investor your pharma thesis completely ignores the cash machine reality of Big Tech. AAPL is printing in operating cash flow and converting to free cash flow — that's not the quality deterioration you're claiming. GOOG cranks out in operating cash flow with hitting free cash flow, while META generates operating cash flow converting to free cash flow. These aren't dot-com dreamers torching capital on fantasies.

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