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 Falls 2.3% — Bezos Overhang or Scrutiny Over AI Spending?
Amazon −2.32% Tuesday, down on a day the S&P 500 and Dow both set records, still absorbing Monday evening's filing from Bezos to sell 15 million shares. Meanwhile the company is using Prime Video as its AI showcase — proof, it argues, that the spending has somewhere to go. The same week, its earnings call drew the sharpest questions yet on capex and returns. A $3 trillion market cap moved the debate from how big Amazon is to whether the money is well spent. One signal is a founder selling; the other is a narrative that hasn't cleared yet. Which one is actually informative?
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