$Cerebras Systems(CBRS)$ Partnerships with AI leaders are stacking up. OpenAI signed a major multi-year, multi-billion-dollar deal valued over $20 billion, using Cerebras hardware for ultra-fast AI inference and production service tiers. $Amazon.com(AMZN)$ Services (AWS) has integrated Cerebras systems into its data centers and plans general availability through Amazon Bedrock. $Oracle(ORCL)$ Cloud Infrastructure (OCI) partnered to deploy ultra-fast Cerebras AI inference on OCI for enterprise customers and multi-step agentic workflows. $Meta Platforms, Inc.(META)$ is working on fast Llama inference
$Alphabet(GOOG)$ $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ They are called the Magnificent Seven for a reason. These companies are not blindly spending billions of dollars without a clear vision or strategic purpose. They see opportunities that the broader market may not fully recognize yet. They have navigated multiple investment and spending cycles, many of which have ultimately generated substantial long-term returns. The concerns surrounding massive AI capital expenditures are certainly valid. However, in my opinion, the level of fear and skepticism has become excessive. History has shown that transformative technologies require enormous u
$Alphabet(GOOGL)$ Post-earnings call takeaways: Execution: The call was handled well overall. Speakers came prepared and gave clear, structured updates on core progress. Capex and ROI: Like its hyperscaler peers, Alphabet is still deep in an investment phase. Meaningful ROI on these large capex commitments is likely several quarters away before it starts showing up. Outlook: Expect more near-term friction as spending runs ahead of immediate returns. But this aggressive investment cycle is laying the groundwork for significant long-term value creation. Investors should think in years, not weeks or months. $Microsoft(MSFT)$ $Amazon.com(AMZN)$
$Meta Platforms, Inc.(META)$ A question I keep coming back to: what would Wall Street say if the tech giants simply stopped spending on AI infrastructure? We already know the answer. Nvidia gets crushed, and the market follows it down. That reaction points to something the "bubble" discussions keep avoiding: the market isn't priced on whether AI works. It's priced on the assumption that the spending never stops. Wall Street can't have it both ways. Spending is necessary, and the reward down the road will be huge.
$Meta Platforms, Inc.(META)$ Plenty of bears are out there pushing fear just to make $100 on their lotto puts. I'll admit I got caught up in thinking the breakout was imminent once the downtrend was broken. But days like this remind you why you own the stock, and the long-term technicals have shifted back to favorable.