The non stop spending will kee

The non stop spending will keep attracting the disdain of the market and investors, it only serves to inflate the AI bubble.
I would be taking profits at every juncture then buying back in in hopes the bubble continues.
But I will gradually start picking up HALO shares to start hedging for the eventual bubble pop.
I don't see a need to be the one holding the bag when shit happens...

Amazon Q1: AWS 4Y Growth High, But Capex Concerns Loom?

Amazon (AMZN) edged up just 0.77% today despite Q1 results showing AWS revenue grew 28% year-over-year — its fastest single-quarter growth rate in nearly four years — corroborating alongside Google Cloud the certainty of hyperscaler AI compute demand. Analysts noted that both companies' cloud growth trajectories provide clear near-term demand visibility for chip suppliers including Nvidia. The AWS acceleration story is now well established, but when will elevated AI capital expenditure translate into visible margin improvement?

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