As quarterly earnings reports continue to be released, the four big U.S. tech giants are further ramping up AI capital expenditures. Storage orders and profits remain rock-solid—basics have only gotten better.
This time, the storage stocks’ deep V rebound delivered a double blast for both bulls and bears—capital turned into a bloody massacre. Margin calls and liquidations have left too many bigwigs and funds unable to sleep, questioning their lives—the original sin was heavier leverage and bigger positions.
If you bought spot—just like me—you’ll be as calm as can be. Every day, it’s still business as usual: eating well and sleeping well. Profits and losses share the same root—respect the market...
At present, the core uncertainty of this AI cycle is shifting from “whether to spend money to build compute capacity” to “who can execute faster on capital expenditures and revenue delivery.”
In the future, investors may no longer be satisfied with “AI narratives,” and will instead scrutinize each company’s input efficiency more strictly—who can turn compute power into high marginal-profit intelligent services at lower cost will be the true business winner.
$NVDAB $SKHYNIX $MUB
This time, the storage stocks’ deep V rebound delivered a double blast for both bulls and bears—capital turned into a bloody massacre. Margin calls and liquidations have left too many bigwigs and funds unable to sleep, questioning their lives—the original sin was heavier leverage and bigger positions.
If you bought spot—just like me—you’ll be as calm as can be. Every day, it’s still business as usual: eating well and sleeping well. Profits and losses share the same root—respect the market...
At present, the core uncertainty of this AI cycle is shifting from “whether to spend money to build compute capacity” to “who can execute faster on capital expenditures and revenue delivery.”
In the future, investors may no longer be satisfied with “AI narratives,” and will instead scrutinize each company’s input efficiency more strictly—who can turn compute power into high marginal-profit intelligent services at lower cost will be the true business winner.
$NVDAB $SKHYNIX $MUB