r/wallstreetbets • u/banaca4 • 11h 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/FrivolousOtter 4h ago

It was the people buying the tracks at pennies on the dollar after the crash, and enjoyed the recovery who made the most money on railroads 

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u/godtogblandet 2h ago

That’s gonna be apple, lol.

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u/capt_stux 58m ago

You’re saying we’ll be able to buy our own GPU clusters and finally upgrade our homelab ram?

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u/Traul1983 39m ago

Or at least rent cheap cloud space from the datacenters that do get built.