Explain why it's a good stock. Because it's down 15% from 1 week ago or because it's not up on the year like the other mag6?
That doesn't make it a good stock.
Look at the numbers and stop listening to CNBC. It's not down because of the tax write off.
It's down because he's spending an ungodly amount of money from a profitable side of the business, ads, on a failing sector, "ai".
It's been 3y. He still hasn't proved metaverse, meta glasses, or any of that garbage will take off.
He will NEVER be able to prove it. Meta AI is shit. Go try it out on FB/messenger. It's literally trash.
So CIFR lands a whale and announes a 5.5B 15 year deal with amazon for a 300MW data center. Market reacts by jumping 25% despite otherwise lackluster Q3 results for CIFR.
I'm struggling with the math here though. AMZN is basically renting a 300MW fully built out HPC data center for 15 years or about 366M/yr. Total cost to CIFR for a 300MW facility would be about 3B or about 10m/MW based on comaprison to what other companies have been reporting and estimates for CIFR costs in its own fluidstack deal announced a month ago. OPEX costs are estimated at about 135M/yr or .45m/MW which is towards the low end of what others in the HPC infrastructure space are paying (Notably-IREN).
Now 366m-135m/yr means returns of about 230M/yr on a $3B capital layout. That's a paltry 7.5% cap rate and we have yet to factor in taxes and more importantly depreciation. Assuming 70m/yr depreciation (a reasonable assumption) and 7% financing (a dream, inreality CIFR financing costs are far higher) this deal seems to ahve negative returns. Yet the market thinks it's great. Can you help me figure out where I might be going wrong here?
AAPL, AMZN, GOOG, and MSFT hit $1 trillion market cap in 2018-2019. NVDA hit it in May of 2023. Took just over 2 years to hit $5 trillion.
Is money even real?
**Ban Bet Created:** **/u/justlosinmoney** bet **AMZN** goes from **252.07** to **245.0** before **07-Nov-2025 09:34 PM EST**
Their record is 3 wins and 22 losses.
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I’m 99% sure that PLTR and NVDA are going to crash hard at some point, like down 90%. But I’ve thought that for a year and look where we are now. It’s like shorting TSLA, which *should* trade at about 10% its current price - but look at it go! I’m waiting for a sign - one of GOOG or AMZN or someone like that to announce they’re not buying any more chips because they’re not getting any ROI and they’ve got plenty, thanks - what happened to CSCO, Intel and many others in 2000 (IWT) - and I’m going to short the shit out of the QQQ. It’s so obvious it’s going to happen - but shorting now, just because they’re bubbles, is nuts.
Bers fail to realise even if the bubble pops googl would still shit out 80 billion + quarters for breakfast
People aren’t just going to stop using these large companies that are part of our daily lives now unlike 2000 when half of these weren’t even public
Are you retards really going to bet against GOOG, AMZN and MSFT? Literally like 90% of the internet runs through their cloud platforms. And you all are going to bet against it?