๐ป Big Tech Just Lost $1.3T in Market Cap โ AI Reality Check?
Since January, mega-cap tech has shed over $1.3 trillion in value as investors start questioning whether massive AI spending will actually pay off.
โข Microsoft: -17% YTD (~$613B wiped out)
โข Amazon: -14%
โข Apple: -$256B
๐ฐ Whatโs happening?
Big Tech is spending at record levels on:
โ AI data centers
โ GPUs & custom chips
โ Model training
โ Cloud infrastructure
CapEx is exploding.
Returns? Still mostly projected.
โ ๏ธ The market shift:
2023โ2024 = โAI will change everything.โ
2025 = โShow me the money.โ
Investors now care about:
โข ROI on AI investments
โข Margin pressure
โข Monetization timelines
โข Enterprise adoption speed
Hype โ Accountability.
๐ Is this bearish?
Not necessarily.
This looks more like:
โข A valuation reset
โข A digestion phase
โข A timing debate on AI profitability
The AI race isnโt over.
But markets want proof โ not promises.
Are we seeing:
A) Healthy correction
B) Start of a deeper unwind
C) Buying opportunity
Whatโs your take? ๐
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