1.) The largest infrastructure buildout in corporate history is happening right now.
Amazon(@ajassy) , Microsoft (@satyanadella), Google, and Meta are on pace to spend $815B on AI infrastructure by 2027.
Most investors think this destroys margins.
They’re thinking about it completely wrong.
#AI #investing
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@boston25 Sorry but the old guy is 100% guilty here. Looks like the young kid was trying to be reasonable and the 70 yr old lost his shit. Bad enough to slap the kid (sucker punch) but to hold his head under water? Sorry - you’re going to jail old man.
@michaelsikand I laugh when I see so-called “experts” on CNBC who are asking “when will the AI bubble burst”. Ummm… this is the entire new economy for the next 100 years. If you can’t figure that out, you should not be on TV commenting on investing.
@ChrisCamillo@gatorsjagsrehab How could ANYONE be a Ballmer guy? He was one of the worst tech CEOs of the past 30 years. Stock went down by 40% during his 14 year tenure as CEO. When Satya took over in 2014, it was trading at $37, down from $60. Woof!
@gatorsjagsrehab@ChrisCamillo Because Ballmer was “big hat, no cattle”. He loved to dance around on stage but the company and stock seriously UNDERPERFORMED under his leadership - for over 10 years.
@Mattaverse21@ChrisCamillo MSCI rebalancing… but it is kind of bullshit that they rebalance $11B of shares in the last ten minutes of the trading week.
@Sam_Badawi The only thing that tells me is the FT analyst has zero clue about AI and the thousands of use cases that will be used across EVERY segment of business, healthcare, research, government, etc. Glad there are analysts like this… helps us buy stock cheaper.
Used to be a huge Bruce fan, attending about 40 shows over the years. His TDS (which used to be Bush Derangement Syndrome, then Romney Derangement Syndrome) is off the charts. He used to write about working men… but he hasn’t spoken to one in about 3 decades. He doesn’t realize that most plumbers, electricians, cops, firemen, etc feel abandoned by the far left Democrat Party.
@sumitroy2 This guy was an idiot for even putting himself into that situation. He did lie about the location and type of expense ahead of time. If he’d said he was throwing a Super Bowl party, would they have pre approved it?
@WallStreetApes@GuntherEagleman I feel bad for her. You can criticize her but have to admit that the economy right now significantly favors people who already own assets.