Jeffrey Emanuel (@doodlestein) 's Twitter Profile
Jeffrey Emanuel

@doodlestein

Former Quant Investor, now building @PastelNetwork | My Open Source Projects: github.com/Dicklesworthst…

ID: 29239591

linkhttps://pastel.network/ calendar_today06-04-2009 16:54:47

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Jeffrey Emanuel (@doodlestein) 's Twitter Profile Photo
Jeffrey Emanuel
@doodlestein

12 days ago

Something to keep in mind about the hyperscaler stocks is that their financial statements are increasingly divorced from the on-the-ground reality b/c of the tremendous scale of their recent investments in highly short-lived assets, such as GPUs that become obsolete very quickly.