$NVIDIA(NVDA)$ Bears and trolls keep warning us bulls that it's a bubble, overpriced, overhyped, expecting a 'bloodbath'. What has all that whining and crying gotten you?
AI hyperscalers continue expanding their expenditure scale. The Magnificent Seven tech giants are broadly increasing investments in artificial intelligence. $NVIDIA(NVDA)$ demonstrates more reasonable valuation compared to big tech industry peers.
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ 's TPUs don't pay licensing fees to $NVIDIA(NVDA)$ , with lower construction and operational costs...this is game-changing. As for AI replacing traditional search? That's comedy gold - AI queries burn more cash and move slower. For basic searches, stick with the OG.
$Alphabet(GOOG)$ If AI is a bubble why is $Alphabet(GOOGL)$ still dropping? Wasn't everyone convinced search business would be destroyed by AI not long ago? This makes zero sense
Hoping $Microsoft(MSFT)$ outlines clear capex strategies with measurable AI progress at the shareholders gathering. $Meta Platforms, Inc.(META)$ 's previous communication sets a decent benchmark worth emulating.