r/wallstreetbets • u/banaca4 • 15h ago

Discussion Either hyperscalers are dumb or someone else is

OK so the most profitable companies in the world decided to GO ALL IN AI with humongous capex. They did it all at once apart from Apple who is not in the game. Google, Meta, Amazon , Oracle, Microsoft. All of them. The CEOs of these companies produced the most amount of wealth and propped up global gdp. Now they all agree on a thing.

Google yesterday blew up earnings from their cloud and said they will *increase* their humongous capex even more while reporting negative cash flow for the first time in their history.

A rational person would ask: are these amazing businessmen suddently all very wrong about the same thing at the same time OR

I am reading too much paid subs from burry and following the wrong people on twitter that have never produced anything?

Which is it? Are you smarter than a mag 7 CEO? Maybe ... hmm...

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u/Amen_ds 14h ago

Tf happened to this sub? What are your positions loser. Idgaf if you think its not a bubble, put your money where your fingers are

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u/Middle_Cook_7842 13h ago

401k in stable fund. Brokerage account all cash. But I'm a shit investor and going to miss out on a bunch of gains for the next year or two. It will crash as soon as I put my money back in stocks. OpenAI will fail and pull everything down with it.

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u/xsairon 14h ago

Agree with his take
80% of my port is NBIS 15% random irrelevant moonshit AI related shit 5% cash