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SpaceX is suffering the same fate as so many major IPOs before it: a euphoric debut, unrealistic expectations, and a painful reality check. Lesson: great companies can still be bad investments at the wrong price. Don’t chase. $SPCX Video: invidious.tiekoetter.com/watch?v=6gkWR || invidious.tiekoetter.com
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Apple generated $129 billion in free cash flow over the past year. Oracle burned $24 billion. Their stocks followed the fundamentals: Apple +56%. Oracle -52%. Investors are starting to draw a line on AI spending. Over time, cash flow matters. Video: invidious.tiekoetter.com/wa || invidious.tiekoetter.com
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