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Neil Campling
Bloomberg (as introduced on tape)
First call on the ledger
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Previewing Alphabet, Tesla and IBM results due after the bell. He says the only offset is 'producing super normal growth rates and returns' and warns 'Otherwise, it was a risk for sure that valuations could continue to shrink over the longer term' @41:44. On Alphabet specifically, consensus has cloud growth at '65% year on year' and next-year AI capex 'growing at 3X, what that number was last year', so Alphabet must show accelerating cloud growth to justify the spend @39:15.
“I think if you look at the kind of spending they're doing, then the asset heavy is a concern if they become kind of industrial tech companies, which probably longer term warrants a lower type of valuation multiple.”
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