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Strategies & Market Trends : Bear!
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From: Sean Collett11/10/2025 1:43:30 PM
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Back to AI. Our Emcee posted today:


Of course if we look at our friends he has listed this is a financial reality. For example ORCL:


Then GOOG:


AMZN:


META:


MSFT:


I suppose not the same as the dot-com as we all discussed, but it is a different flavor.

You know what I find interesting that ORCL had recently reported ~($394M) FCF but if you factor SBC into the model then it was ~($5,068M). SBC is 22% of CFA.


Front door buybacks taking place here too.

Again, not sure I would 1:1 equate this to what happened in the dot-com, but there is some funny accounting taking place. The longer the party lasts the more those who are inside benefit.

Curious what our Emcee has to say of November 25th. DELL reports on that day.

-Sean
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