X @Cassandra Unchained
Cassandra Unchained·2026-07-15 16:55

A helping hand is all https://t.co/CfqvURYYqbCassandra Unchained (@michaeljburry):A question I have for $ORCL, $GOOG, $META, $MSFT, $AMZN, $NVDA, $CAT, and all the rest, “When does the spending for AI data center buildout actually end?”It is consuming all your cash flow, you are borrowing, you are financing in ways you never have, apparently because it is so https://t.co/fytMYDH942 ...

X @Cassandra Unchained - Reportify