LunarCrush LLM | creator/twitter::49436073/posts

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[@EggsWhite](/creator/twitter/EggsWhite)
"@SpencerHakimian Here's a different way to compare the internet bubble with AI. $NVDA $CSCO Most people compare the P/E's and say we're not in a bubble. Also seems to show that the cost of implementing AI is substantially higher than the internet"  
[X Link](https://x.com/EggsWhite/status/1983863918687600819) [@EggsWhite](/creator/x/EggsWhite) 2025-10-30T11:49Z XXX followers, XXX engagements


"$AMZN company FCF not only has been declining significantly it has been essentially $X the past two quarters. This is not just AI Capex. $AMZN Company FCF this decade is $60B ( $AAPL=$556B $MSFT=$381B $GOOGL=$216B). $AMZN Shareholder FCF (Company FCF - deferred comp) is negative for both TTM and the past decade"  
[X Link](https://x.com/EggsWhite/status/1984235902214819868) [@EggsWhite](/creator/x/EggsWhite) 2025-10-31T12:27Z XXX followers, XXX engagements


"$AMZN company FCF not only has been declining significantly it has been essentially $X the past two quarters (including the one just announced that everyone loved). This is NOT just AI Capex. $AMZN Company FCF this DECADE is $60B ( vs $AAPL=$556B $MSFT=$381B $GOOGL=$216B). It's not even on the same planet. $AMZN Shareholder FCF (Company FCF - deferred comp) is negative for both TTM and the past DECADE. With recent layoff announcement sounds like even management has recognized how poor their overall business has been"  
[X Link](https://x.com/EggsWhite/status/1984643821913706962) [@EggsWhite](/creator/x/EggsWhite) 2025-11-01T15:28Z XXX followers, 1433 engagements


"$MSFT earnings call did not mention this detail. It was just general supply constraint. Agree GPU's depreciate quickly if next generation improves. The other issue is that the overall cost is much higher than what we saw during the data center outsourcing the past XX years. They are not pricing for the higher cost. Volume is there but not getting enough price (too much competition) vs current total cost"  
[X Link](https://x.com/EggsWhite/status/1984648673746153669) [@EggsWhite](/creator/x/EggsWhite) 2025-11-01T15:48Z XXX followers, 1481 engagements


"If supply is really increasing at these rates price will decrease unless demand offsets/exceeds supply. One of the primary demands currently is for OpenAI a company with $13B in revenue and no profit. Large bets for low return probability. Maybe most of the supply does not get placed into service either due to realization and/or energy constraint"  
[X Link](https://x.com/EggsWhite/status/1985749942778917001) [@EggsWhite](/creator/x/EggsWhite) 2025-11-04T16:44Z XXX followers, XX engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@EggsWhite "@SpencerHakimian Here's a different way to compare the internet bubble with AI. $NVDA $CSCO Most people compare the P/E's and say we're not in a bubble. Also seems to show that the cost of implementing AI is substantially higher than the internet"
X Link @EggsWhite 2025-10-30T11:49Z XXX followers, XXX engagements

"$AMZN company FCF not only has been declining significantly it has been essentially $X the past two quarters. This is not just AI Capex. $AMZN Company FCF this decade is $60B ( $AAPL=$556B $MSFT=$381B $GOOGL=$216B). $AMZN Shareholder FCF (Company FCF - deferred comp) is negative for both TTM and the past decade"
X Link @EggsWhite 2025-10-31T12:27Z XXX followers, XXX engagements

"$AMZN company FCF not only has been declining significantly it has been essentially $X the past two quarters (including the one just announced that everyone loved). This is NOT just AI Capex. $AMZN Company FCF this DECADE is $60B ( vs $AAPL=$556B $MSFT=$381B $GOOGL=$216B). It's not even on the same planet. $AMZN Shareholder FCF (Company FCF - deferred comp) is negative for both TTM and the past DECADE. With recent layoff announcement sounds like even management has recognized how poor their overall business has been"
X Link @EggsWhite 2025-11-01T15:28Z XXX followers, 1433 engagements

"$MSFT earnings call did not mention this detail. It was just general supply constraint. Agree GPU's depreciate quickly if next generation improves. The other issue is that the overall cost is much higher than what we saw during the data center outsourcing the past XX years. They are not pricing for the higher cost. Volume is there but not getting enough price (too much competition) vs current total cost"
X Link @EggsWhite 2025-11-01T15:48Z XXX followers, 1481 engagements

"If supply is really increasing at these rates price will decrease unless demand offsets/exceeds supply. One of the primary demands currently is for OpenAI a company with $13B in revenue and no profit. Large bets for low return probability. Maybe most of the supply does not get placed into service either due to realization and/or energy constraint"
X Link @EggsWhite 2025-11-04T16:44Z XXX followers, XX engagements