Backlog objednávek $ORCL (Oracle Corporation) dosahuje téměř 2násobek tržní kapitalizace.
Celkové zadlužení společnosti se zvýšilo za poslední rok o 1/3.
Akcie se od svého ATH propadly o -60%.... Show More Translate
Not investment advice. The author may have financial interests in the mentioned instruments.
$NFLX (Netflix, Inc.) se dnes obchoduje za $72 a pro mnohé vypadá jako rozumný nákup.
- Tržby v roce 2025 dosáhly 45,2 miliardy dolarů
- 325 milionů předplatitelů
- Odchod spoluzakladatele a prodej Insiderů přes $37 miliard.
- Netflix přestal reportoval počet předplatitelů, nahrazeno čísly z reklamy... Show More Translate
Společnost $SPCX (Space Exploration Technologies Corp) vydala dluhopisy za $20 miliard.
Nové dluhopisy nesou úrok 5,35-6,65 % a tím si firma stlačí roční úrokové náklady, z $1,8 miliardy na $1,5 miliardy.
Celkový dluh přitom roste, z $20 miliard na $25 miliard.... Show More Translate
Not investment advice. The author may have financial interests in the mentioned instruments.
$MSFT (Microsoft) letos plánuje utratit za AI datacentra 80 miliard dolarů. 🤑
Jen v Evropě plánují přes 200+ datacenter a do roku 2027 chtějí dosáhnout o 40 % vyšší kapacity. 📈
Investice do Norsko činí 6,2 miliardy dolarů. Švédsko, 3,2 miliardy dolarů a 20 tisíc nových GPU. 🇳🇴🇸🇪
Portugalsko... Show More Translate
$SOFI (SoFi Technologies Inc) odpovídá, ale ne čísly?!
Když firma místo dat vytáhne právníky
Den poté, co Muddy Waters zveřejnila 28stránkový report o SoFi Technologies, přišla odpověď. Sice krátká, rázná, ale pozoruhodně prázdná.
Žádná čísla. Žádné vyvrácení konkrétních tvrzení. Jen jedno sdělení:... Show More Translate
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