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These are strange markets. Exhibiting the most irrational earnings responses in recent memory. The irrationality is the opportunity for astute investors. Three of the four largest Hyperscalers, the massive companies buildinh and managinh huge data centers to run their own apps and provide global cloud and Ai computing services. These Hyperscalers, just handed investors phenomenal…
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As the first major AI hyperscaler to post numbers this quarter, the report serves as a major market litmus test for AI investors. Long-term investors holding AI infrastructure assets do not need to worry. The structural buildout is not slowing down anytime soon. Even so, short-term price action could get interesting. Heavy capital spending often…
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Welcome Warren! The world’s most famous technology sceptic is now an AI investor with huge investment in Alphabet. But at the same time warning that the tech giants leading the charge are trapped in an endless war of attrition.Google, Microsoft, and Amazon are pouring hundreds of billions into capital expenditure to stay competitive. Buffett calls…