FrontRunFighter
Most investors are chasing the wrong metric when evaluating AI working capital. EBITDA is just noise—what actually matters is what's sitting on the balance sheet.
Here's the real issue: we're swimming in trillions of private credit built on "assets" that nobody's properly audited. When you strip away the hype, there's a brutal gap between what people think those assets are worth and what they actually worth.
The inventory becomes everything. Right now, we've got this widening chasm between fantasy valuations and reality—and that's where the real risk lives. It's not about operational efficienc
Here's the real issue: we're swimming in trillions of private credit built on "assets" that nobody's properly audited. When you strip away the hype, there's a brutal gap between what people think those assets are worth and what they actually worth.
The inventory becomes everything. Right now, we've got this widening chasm between fantasy valuations and reality—and that's where the real risk lives. It's not about operational efficienc