@Etiam_Aliquam@PodcastAlphaX@Jesse_Livermore@GavinSBaker The thing is this is not some consumer cycle where demand stops and you cut down. This is pure race right now, if one company slows and other keeps going, the one who slowed will be left out permanently. Looking back at 2025 capex, no one thought 2026 capex would be huge.
@KrisPatel99 When something goes so high, you start to feel scared, it’s normal human behaviour. Just read the earnings report and then make a decision.
@KrisPatel99 In other words, market is always skeptical of hardwares cause of supply and demand. Market was completely wrong on 2026 spending. It’s uncertainty around future that is now holding people off. No one has seen these numbers before. It’s un precedent!
@CNBC It’s not like apple passed any savings to its customers when prices were rock bottom, now they are higher, they immediately want to pass that to consumers. For once, try to eat it up!
@kakashiii111 Given their 600 billion plus backlog, they can’t stop spending, if they raise white flag, they are not, others will take their share and Microsoft will end up becoming one of the legacy ones.
@DrEliDavid It’s a narrow pathway, you can’t just go and open it up without getting hit. It’s cheaper to give money to iran and have ships flowing than actually trying to safe guard them.