$TTMI TTM Tape Reports
Per Ticker.id: $TTMI TTM Tape Reports — timestamped podcast mentions, volume, and share of voice. Latest 2026-07-16 20:14 UTC.
I think that that's a great segue here. I think it's what do you have to believe? Believe for this to work. So right now, these 11 companies— NVIDIA, Alphabet, Apple, Microsoft, Amazon, Taiwan Semiconductor Manufacturing Company, Broadcom, SpaceX, Meta, Tesla, and I included Oracle because at the time I did this, they were worth $1 trillion and were part of this complex. They've since imploded to 60% of their, their value here. But those 11 companies, including Oracle, make up about $30 trillion in market cap. After net cash, that's about $29.5 $1.5 trillion in market cap and their combined free cash flow today for 2026, TTM is $450 billion. So that means that they're trading at 65 times price to free cash flow at today's levels. If you want a 10% return as an investor and you give them reasonably generous assumptions here, you're going to need for them to compound that free cash flow total at 35% a year for the next decade straight to $4.3 trillion in free cash flow as a complex in order to generate 10% returns. If we're very generous and assume that after 2027, the hyperscalers will slow significantly their CapEx investments and Nvidia and Broadcom and TSMC still find other ways to generate revenue, maybe new buyers. For example, and they collect their cash flows, then from there, they will need to compound free cash flow at 27% per year for about a decade straight to deliver a 10% return to investors. So I agree with you that there's places to win. But that magnitude of that bet, for my model at biggerpocketsmoney.com/megacap, and I put all these inputs here for people to change, is to me fairly preposterous. And especially once you, once you think about, hey, like, what does that mean on a planetary scale.
Scott Trench — BiggerPockets Money Podcast · The Bear Case vs The Bull Case for Megacap Tech · 2026-08-21