Conor WalshDemo account

Liked Selling the whole rack changes what a chip company is worth Paid by Kenji Aoyama

Commented on The moment capex turns into cash flow is the whole question by Priya Nair

This lines up with what I'm seeing in the MSFT tape.

Liked Diesel margins say more about demand than crude does by Greta Lindqvist

Liked The dollar smile is flattening, and the middle is the weak part by Amara Okafor

Liked Owning the model, the chips and the distribution is a rare combination Paid by Priya Nair

Reposted Owning the model, the chips and the distribution is a rare combination Paid by Priya Nair

Liked What a ten-year holder actually underwrites Paid by Elliot Vance

Liked Cross-border is where the network earns its keep by Tomas Rivera

Liked The installed base is the asset, and the phone is the renewal by Sam Whitfield

Liked Usage is the first line a budget trims by Yara Haddad