koolgal
09-02 11:50

🌟🌟🌟 Monday's pullback is a classic short term volatility spike rather than a permanent threat to the AI rally.  This is because hyperscale AI capital expenditure is an unyielding structural mandate that mega cap balance sheets will continue to fund, completely regardless of short term oil spikes or bond market volatility.

Hyperscalers like Microsoft, Alphabet, Meta and Amazon aren't spending billions on custom ASICs and HBM because it is a fun hobby.  They are doing it because failing to secure a piece of the next generation computing infrastructure may mean tech obsolescence.

So stay cool, stay invested because investing is a marathon, not a sprint.

@Tiger_comments @Tiger_SG @TigerStars

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  • LeilaLynch
    Β·09-02 17:32
    AI capex is real, but if rates and oil stay sticky the whole tape can de-risk fast. That can still slow the multiple even if the buildout stays on
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  • quixy
    Β·09-02 17:32
    I agree the pullback looks like noise, but the real fuel is hyperscaler ASIC commitment and HBM capacity staying tight
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