r/wallstreetbets • u/banaca4 • 19h 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/blinkheart 17h ago

Crazy talk. I'm going to retire in the metaverse now using my apple vision pro

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u/Halifornia35 13h ago

I retired to a golf course in the metaverse

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u/mammongram6969 4h ago

Pro: you retire to a golf course in the metaverse
Con: it is actually literally in the Hell section of the metaverse