Henry Blodget on the Software Selloff Hysteria and the Problem for OpenAI

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Henry Blod

其次,It’s a world away from the likes of Alphabet, Microsoft, Amazon and Meta, which are sitting on balance sheets built like fortresses, and until the recently announced capex spike for 2026, were generating strong free cash flows. Even a significant misallocation of capital wouldn’t threaten the solvency of companies with the financial profiles of Alphabet or Microsoft.。关于这个话题,新收录的资料提供了深入分析

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