JC888
09-03
Replying to @RalphWood:Hi, thanks for reading my post and sharing your views.  Unsure if you noticed too that semiconductor stocks seemed to be rather volatile of late.  

Does it mean some investors are still concern about excessive Capex over AI buildout ?

Like I have mentioned in my previous post on NVDA's earnings - if it could prove that YoY AI-revenue gains are sustainable, this might alleviate investors' concerns - that in my opinion are valid.//@RalphWood:For NVDA and AMZN, capex funding cost matters more than the headline yield level. If the 10Y keeps ripping while earnings estimates stall, tech multiples stay under pressure
@JC888：Surge US Bond Yields Crushing Tech Stocks ?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment