If the key takeaways don't include the company being FCF positive in 1H'26, demonstrating operating leverage, and holding a massive cash position at 6/30... then the read on anything AI-related just doesn't hold up. Whether that's from a lack of financial sophistication or bad faith framing is beside the point.
$SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$ $Broadcom(AVGO)$
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