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2min chapter
Jeffrey Emanuel: Viral Author of The Short Case for Nvidia Stock - cohosted by Pondering Durian
The Delphi Podcast
Understanding CapEx and OpEx: Financial Implications and Future Projections
This chapter explores the key distinctions between Capital Expenditure (CapEx) and Operating Expense (OpEx), highlighting their roles in financial planning and reporting. It also discusses the impact of CapEx on inflation and company valuation, particularly in light of advancements in AI and data infrastructure.
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