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free cash flow

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Oct 23, 2024 by Stephanie Link · across every show →

Everything said about free cash flow, oldest first

Oct 23, 2024 bullish
Prediction Didn’t hold up
Link: Amazon will generate $48B in free cash flow in 2024
“They are gonna generate free cash flow this year of forty eight billion dollars, so let's just put that to bed right there.”
Stephanie Link Oct 23, 2024 ▶ 43:09 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
Jul 27, 2026 bearish
Assertion Supported
Roy: Alphabet projects first negative free cash flow quarter in history
“The reason this raised alarm bells is, I think this was Google's First quarter of projected negative free cash flow ever. So, I mean, ever. Like, that's crazy.”
Ranjan Roy Jul 27, 2026 ▶ 16:13 What Happens If AI Fails?, Subprime Data Center Crisis, How Bad Can SpaceX Get?
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