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To: Johnny Canuck who wrote (67493)11/2/2025 6:34:01 PM
From: Johnny Canuck  Read Replies (1) | Respond to of 67816
 


So assertions are being overstated but the unlying premises have some validity.

9 billion in expenses vs 4 billion in rev most swrious issue.

Plateauing performance is the other issue.

Need $600 billion in rev to justify current valuation.

Infrastructure 10x actual demand.

MIT study showing 95 percent of investments will see no return.