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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (78806)12/24/2025 12:55:59 PM
From: OlafB1 Recommendation

Recommended By
E_K_S

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I believe the Ai story will continue for at least next 2-3 quarters before we may see some major correction or shift from "quantity" to "efficiency" by mag7. I briefly looked into financials and it's debt is more than 2x it's market cap and they increased it's from ~2b to current ~5.8b just over last three years.

Analysts project revenue to be flat or increase about 3% for next year so main catalysis should be in shareholder's yield, when they pay down debt.

I would recommend to go through their 10-q transcript(or feed them to AI) maybe management says something about their cash distribution objectives for 2026-27

GL

Finn
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