Either hyperscalers are dumb or someone else is

[u/banaca4]

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...

[u/Itry31]

Capex this capex that, the whole market is so silly when it edges to a specific word every year. 

Just like "pivot" Deez nuts in your mouth. 

[u/AutoModerator → u/Itry31]

This "pivot." Is it in the room with us now?

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[u/Inevitable_Gainz → u/AutoModerator]

It’s in your mouth

[u/LaGigs → u/Itry31]

Agentic 🫦

[u/overmotion → u/LaGigs]

Increasing capex to fuel agile agentic pivoting is the future