1PC
08-30
Q1: Nvidia’s guidance beat strengthens the AI‑hardware bull case, with $279B supply commitments showing structural demand. Markets now digest Jackson Hole signals — Fed tone shapes risk appetite.Q2: Meta’s $17B settlement & Snap’s lawsuit aren’t one‑offs; teen‑safety regulation could spread sector‑wide.Q3: AI capex momentum matters more than Fed policy for tech valuations — hyperscaler spending drives earnings. 🐯 My view: AI hardware stays strong, social platforms face rising risk.[Duh]@JC888 @Barcode @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣 2000
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