FACTSmatter
gazansrterrorists.bsky.social
FACTSmatter
@gazansrterrorists.bsky.social
Disney is $40 billion in debt with Enterprise value of about $240 billion, but at least they have actual cash flow whereas openai has a burn rate of about 12 billion a quarter. They're going to lose $50 billion in 2026
=Open AI is going BK !
& idiot Iger is buying in at a $500 billion valuation?
December 13, 2025 at 2:52 AM
"he warned that total margins were narrowing because of AI product sales"
Broadcom at 30 times sales
=The peak valuation of Cisco systems in 2000
= 3 times the peak valuation of hardware darling Sun microsystems, whose CEO later wrote "What were you thinking?"

finance.yahoo.com/news/broadco...
Broadcom Shares Slide After Investors Seek Bigger AI Payoff
The shares fell about 5% after hours on Thursday, reversing earlier gains, following unsettling commentary from Chief Executive Officer Hock Tan on a conference call with analysts. The conference cal...
finance.yahoo.com
December 12, 2025 at 1:34 AM