I think the bigger question is

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I think the bigger question is whether AI can keep converting massive capex into real earnings growth. If Goldman’s estimate holds, the market may start demanding more proof from the mega-cap AI names rather than simply rewarding spending and revenue growth. @Kentzw

# Jensen Huang Drops a Number — Why Did AI Hardware Stage a Full Comeback?

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LeoIII.
·09-18
ROIC is the part that gets ignored first. Revenue can grow fast, but if returns stay thin the market stops giving capex a free pass
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If Goldman’s estimate holds, the market may start demanding more proof from the mega-cap AI names rather than simply rewarding spending and revenue growth. <a href=\"https://ttm.financial/U/4252393041885622\"> @Kentzw </a></body></html>","htmlText":"<html><head></head><body>I think the bigger question is whether AI can keep converting massive capex into real earnings growth. If Goldman’s estimate holds, the market may start demanding more proof from the mega-cap AI names rather than simply rewarding spending and revenue growth. <a href=\"https://ttm.financial/U/4252393041885622\"> @Kentzw </a></body></html>","text":"I think the bigger question is whether AI can keep converting massive capex into real earnings growth. 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