Currently, the global financial markets are offsetting the discounting pressure from high interest rates with very optimistic growth expectations. Future cash flows are getting further away, and interest rates have yet to return to zero.
1. Microsoft, Google, Amazon, and Meta have begun to simultaneously lower their AI investment guidance, which means the entire industry chain's valuation is facing a re-evaluation. (Currently, there’s no trigger, but once it is, we could see a deep correction or even a full re-evaluation of the entire sector.)
2. Mega IPOs like SpaceX are siphoning funds from the market, causing a stratification of capital (this is already happening).
3. Capital expenditures are growing faster than monetization speed. (Currently, big companies are cutting back on spending, but user growth is still consistent, so it’s not too concerning.)
In the future, it’ll be a competition of who can maintain cash flow and growth after the correction. As for the retail traders still dreaming of getting rich, it's best to stay away from that area. If I'm not mistaken, you’ve been frequently flipping positions lately.
To the cannon fodder, stay calm. It might be better to hold some Tesla; it’s likely to lead the way in new business models and cash flow ahead of SpaceX and other companies.
$BTC $ETH $LDO #btc #eth #ldo
1. Microsoft, Google, Amazon, and Meta have begun to simultaneously lower their AI investment guidance, which means the entire industry chain's valuation is facing a re-evaluation. (Currently, there’s no trigger, but once it is, we could see a deep correction or even a full re-evaluation of the entire sector.)
2. Mega IPOs like SpaceX are siphoning funds from the market, causing a stratification of capital (this is already happening).
3. Capital expenditures are growing faster than monetization speed. (Currently, big companies are cutting back on spending, but user growth is still consistent, so it’s not too concerning.)
In the future, it’ll be a competition of who can maintain cash flow and growth after the correction. As for the retail traders still dreaming of getting rich, it's best to stay away from that area. If I'm not mistaken, you’ve been frequently flipping positions lately.
To the cannon fodder, stay calm. It might be better to hold some Tesla; it’s likely to lead the way in new business models and cash flow ahead of SpaceX and other companies.
$BTC $ETH $LDO #btc #eth #ldo