(((The Daily Shot)))
@SoberLook
The Daily Shot is a graphical, no-hype global financial and economic newsletter (see sample:
Joined November 2011
279 Following 169.3K Followers
Analysts expect hyperscaler EBITDA margins to rise to roughly 50% by decade-end from about 30% in recent years, a critical assumption underpinning AI capex economics.
Source: @PeterBerezinBCA, @bcaresearch
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