$Apple(AAPL)$ $Microsoft(MSFT)

The recent earnings season highlights a strategic divide among the Magnificent Seven, Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG), Meta (META), Tesla (TSLA), and NVIDIA (NVDA), as the "Cloud Titans" accelerate infrastructure spending while AAPL pursues an asset-light AI model, fueling two prevailing narratives

The Cloud Provider Logic (AMZN, GOOG, MSFT) : Capex is driven by rising B2B cloud demand, building a competitive moat that ensures long-term dominance and future revenue as the cloud market expands.

The Consumer Monetization "Ghost Story" (META, AAPL, TSLA) : With no clear "AI killer app", these companies must recoup massive AI investments from consumers, facing uncertainty as their Capex risks weighing on balance sheets.

As competitive AI spending becomes mandatory, the focus shifts to successful monetization as the steady innovation of Apple and the high-risk bets of other tech giants determine which companies emerge victorious。。。

@Tiger_comments：Mag 7 Capex Recap: Apple Defies Trend! What's Your Pick?

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href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a>&nbsp;\nThe recent earnings season highlights a strategic divide among the Magnificent Seven, Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG), Meta (META), Tesla (TSLA), and NVIDIA (NVDA), as the \"Cloud Titans\" accelerate infrastructure spending while AAPL pursues an asset-light AI model, fueling two prevailing narratives\nThe Cloud Provider Logic (AMZN, GOOG, MSFT) : Capex is driven by rising B2B cloud demand, building a competitive moat that ensures long-term dominance and future revenue as the cloud market expands.\nThe Consumer Monetization \"Ghost Story\" (META, AAPL, TSLA) : With no clear \"AI killer app\", these companies must recoup massive AI investments from consumers, facing uncertainty as their Capex risks weighing on balance sheets.\nAs competitive AI spending becomes mandatory, the focus shifts to successful monetization as the steady innovation of Apple and the high-risk bets of other tech giants determine which companies emerge victorious。。。<t-t type=\"img\" src=\"https://community-static.tradeup.com/news/3909b3121baf231b604100fd9e31f4b6\"></t-t></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a>&nbsp;\nThe recent earnings season highlights a strategic divide among the Magnificent Seven, Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG), Meta (META), Tesla (TSLA), and NVIDIA (NVDA), as the \"Cloud Titans\" accelerate infrastructure spending while AAPL pursues an asset-light AI model, fueling two prevailing narratives\nThe Cloud Provider Logic (AMZN, GOOG, MSFT) : Capex is driven by rising B2B cloud demand, building a competitive moat that ensures long-term dominance and future revenue as the cloud market expands.\nThe Consumer Monetization \"Ghost Story\" (META, AAPL, TSLA) : With no clear \"AI killer app\", these companies must recoup massive AI investments from consumers, facing uncertainty as their Capex risks weighing on balance sheets.\nAs competitive AI spending becomes mandatory, the focus shifts to successful monetization as the steady innovation of Apple and the high-risk bets of other tech giants determine which companies emerge victorious。。。<t-t type=\"img\" src=\"https://community-static.tradeup.com/news/3909b3121baf231b604100fd9e31f4b6\"></t-t></body></html>","text":"$Apple(AAPL)$ $Microsoft(MSFT)$ $Amazon.com(AMZN)$ $Alphabet(GOOG)$ $Meta Platforms, Inc.(META)$ The recent earnings season highlights a strategic divide among the Magnificent Seven, Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG), Meta (META), Tesla (TSLA), and NVIDIA (NVDA), as the \"Cloud Titans\" accelerate infrastructure spending while AAPL pursues an asset-light AI model, fueling two prevailing narratives The Cloud Provider Logic (AMZN, GOOG, MSFT) : Capex is driven by rising B2B cloud demand, building a competitive moat that ensures long-term dominance and future revenue as the cloud market expands. The Consumer Monetization \"Ghost Story\" (META, AAPL, TSLA) : With no clear \"AI killer app\", these companies must recoup massive AI investments from consumers, facing uncertainty as their Capex risks weighing on balance sheets. As competitive AI spending becomes mandatory, the focus shifts to successful monetization as the steady innovation of Apple and the high-risk bets of other tech giants determine which companies emerge victorious。。。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/531235004404768","repostId":529905119428912,"repostType":1,"repost":{"magic":2,"id":529905119428912,"tweetId":"529905119428912","gmtCreate":1770391818445,"gmtModify":1770430800976,"author":{"id":3501196737273098,"idStr":"3501196737273098","authorId":3501196737273098,"authorIdStr":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","vip":4,"userType":4,"introduction":"Tiger Official Account","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-4","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Tiger Star","description":"Join the tiger community for 2000 days","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.21","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":8465,"starInvestorFlag":false},"themes":[{"themeId":"f1b9e4060852447c9171f242483b5702","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Google $20B Debt! 100-Year Bond? AI Bubble or AI Acceleration?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":f1b9e4060852447c9171f242483b5702}&rnconfig={\"headerBarHidden\": true}","description":"Alphabet is escalating the AI arms race with an $185 billion capex plan, funding it through an unprecedented global borrowing spree. After a $20B USD bond deal that drew over $100B in orders, Google has moved into CHF bonds for the first time and even launched a 100-year GBP bond—a rarity for tech firms.","image":"https://community-static.tradeup.com/news/59d7de3787d19f8662f01e4d76283cd7"}],"images":[{"img":"https://community-static.tradeup.com/news/457f3ea629192d993e892d0601bc1582","width":"1100","height":"1375"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/457f3ea629192d993e892d0601bc1582"}],"title":"Mag 7 Capex Recap: Apple Defies Trend! What's Your Pick?","html":"<html><head></head><body>This recent tech rout boils down to one word: Capex. While the AI hype is real, the spending is massive and the short-term monetization remains blurry. Combined with high valuations and a broader market correction, we’ve seen a \"domino effect\" across the board:\n<ul style=\"\">\n <li>\n <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> &amp; <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"Amazon.com\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> : Earnings showed strong growth, but sharply higher Capex spooked investors. Google managed to claw back from a 7% intraday drop to close -0.6% lower, while Amazon plummeted roughly 10%.</li>\n <li>\n <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> : Also mired in the Capex trap. The stock has shed about 15% over the past two weeks, slipping below the key $400 psychological level.</li>\n <li>\n <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> &amp; <a data-mention-id=\"TSLA\" class=\"teditor-mention\" data-mention-name=\"Tesla Motors\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> : Meta has given back almost all of last week’s gains, while Tesla took a sharp hit, sliding back under $400.</li>\n <li>\n <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"Apple\" href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>: While other giants retreated, Apple rallied about 10% over the same period, showing incredible relative strength.</li>\n</ul>\n<h3 id=\"id_2711292744\">The 2026 Capex: Who’s More Anxious?</h3>\nThe 2026 \"Star Wars of Compute\" is seeing total investment approach a staggering $600 billion. Let’s look at the Capex projections from the tech titans:\n\n<img src=\"https://community-static.tradeup.com/news/457f3ea629192d993e892d0601bc1582\" tg-width=\"1100\" tg-height=\"1375\">\n<ol start=\"1\" style=\"\">\n <li>\n 🥇 Amazon (~$200B): Absolutely insane spending. To defend the AWS throne, Bezos’s successors are going all-in. $200 billion? That’s not just an investment; it’s a statement that they will outspend everyone to stay #1.</li>\n <li>\n 🥈 Google (~$1,850B): Sundar Pichai is clearly feeling the heat, with spending effectively doubling. To prevent ChatGPT from taking their lunch, Google is not just spending—they’re signaling to Wall Street: \"Demand is still outstripping our supply!\"</li>\n <li>\n 🥉 Microsoft (~$150B+): The steady \"gold-digging beast.\" At $37.5B per quarter, they are on track for $160B a year. After all, raising a \"son\" like OpenAI is an expensive endeavor.</li>\n <li>\n 😶 Meta ($115B - $135B): Remember when Zuck was mocked as a \"spendthrift\" for the Metaverse? Looking at these numbers now, Meta actually looks... disciplined? He’s currently the \"lowest\" spender among the giants (even if that \"low\" is still $130B+).</li>\n</ol>\nThere are two prevailing narratives regarding this Capex explosion:\n<ol start=\"1\" style=\"\">\n <li>\n The Cloud Provider Logic (AMZN, GOOG, MSFT) Their infrastructure spending is backed by actual B2B customers. As long as the cloud market expands, this Capex builds a massive competitive moat.</li>\n <li>\n The Consumer Monetization \"Ghost Story\" (META, AAPL, TSLA) These companies must recoup their AI billions one or two dollars at a time from individual consumers. If the \"AI killer app\" for consumers doesn't materialize, this Capex becomes a heavy drag on the balance sheet.</li>\n</ol>\nAI competition seems to make capex spending unavoidable — but in the end, who will actually monetize it?\nWhich company are you most bullish on after recent earnings?\nWould you buy Apple at these levels, or try to bottom-fish some of the recently beaten-down names?\nLeave your comments to win tiger coins~</body></html>","htmlText":"<html><head></head><body>This recent tech rout boils down to one word: Capex. While the AI hype is real, the spending is massive and the short-term monetization remains blurry. Combined with high valuations and a broader market correction, we’ve seen a \"domino effect\" across the board:\n<ul style=\"\">\n <li>\n <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"Alphabet\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> &amp; <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"Amazon.com\" href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> : Earnings showed strong growth, but sharply higher Capex spooked investors. Google managed to claw back from a 7% intraday drop to close -0.6% lower, while Amazon plummeted roughly 10%.</li>\n <li>\n <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> : Also mired in the Capex trap. The stock has shed about 15% over the past two weeks, slipping below the key $400 psychological level.</li>\n <li>\n <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> &amp; <a data-mention-id=\"TSLA\" class=\"teditor-mention\" data-mention-name=\"Tesla Motors\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> : Meta has given back almost all of last week’s gains, while Tesla took a sharp hit, sliding back under $400.</li>\n <li>\n <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"Apple\" href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a>: While other giants retreated, Apple rallied about 10% over the same period, showing incredible relative strength.</li>\n</ul>\n<h3 id=\"id_2711292744\">The 2026 Capex: Who’s More Anxious?</h3>\nThe 2026 \"Star Wars of Compute\" is seeing total investment approach a staggering $600 billion. Let’s look at the Capex projections from the tech titans:\n\n<img src=\"https://community-static.tradeup.com/news/457f3ea629192d993e892d0601bc1582\" tg-width=\"1100\" tg-height=\"1375\">\n<ol start=\"1\" style=\"\">\n <li>\n 🥇 Amazon (~$200B): Absolutely insane spending. To defend the AWS throne, Bezos’s successors are going all-in. $200 billion? That’s not just an investment; it’s a statement that they will outspend everyone to stay #1.</li>\n <li>\n 🥈 Google (~$1,850B): Sundar Pichai is clearly feeling the heat, with spending effectively doubling. To prevent ChatGPT from taking their lunch, Google is not just spending—they’re signaling to Wall Street: \"Demand is still outstripping our supply!\"</li>\n <li>\n 🥉 Microsoft (~$150B+): The steady \"gold-digging beast.\" At $37.5B per quarter, they are on track for $160B a year. After all, raising a \"son\" like OpenAI is an expensive endeavor.</li>\n <li>\n 😶 Meta ($115B - $135B): Remember when Zuck was mocked as a \"spendthrift\" for the Metaverse? Looking at these numbers now, Meta actually looks... disciplined? He’s currently the \"lowest\" spender among the giants (even if that \"low\" is still $130B+).</li>\n</ol>\nThere are two prevailing narratives regarding this Capex explosion:\n<ol start=\"1\" style=\"\">\n <li>\n The Cloud Provider Logic (AMZN, GOOG, MSFT) Their infrastructure spending is backed by actual B2B customers. As long as the cloud market expands, this Capex builds a massive competitive moat.</li>\n <li>\n The Consumer Monetization \"Ghost Story\" (META, AAPL, TSLA) These companies must recoup their AI billions one or two dollars at a time from individual consumers. If the \"AI killer app\" for consumers doesn't materialize, this Capex becomes a heavy drag on the balance sheet.</li>\n</ol>\nAI competition seems to make capex spending unavoidable — but in the end, who will actually monetize it?\nWhich company are you most bullish on after recent earnings?\nWould you buy Apple at these levels, or try to bottom-fish some of the recently beaten-down names?\nLeave your comments to win tiger coins~</body></html>","text":"This recent tech rout boils down to one word: Capex. While the AI hype is real, the spending is massive and the short-term monetization remains blurry. Combined with high valuations and a broader market correction, we’ve seen a \"domino effect\" across the board: $Alphabet(GOOG)$ & $Amazon.com(AMZN)$ : Earnings showed strong growth, but sharply higher Capex spooked investors. Google managed to claw back from a 7% intraday drop to close -0.6% lower, while Amazon plummeted roughly 10%. $Microsoft(MSFT)$ : Also mired in the Capex trap. The stock has shed about 15% over the past two weeks, slipping below the key $400 psychological level. $Meta Platforms, Inc.(META)$ & $Tesla Motors(TSLA)$ : Meta has given back almost all of last week’s gains, while Tesla took a sharp hit, sliding back under $400. $Apple(AAPL)$: While other giants retreated, Apple rallied about 10% over the same period, showing incredible relative strength. The 2026 Capex: Who’s More Anxious? The 2026 \"Star Wars of Compute\" is seeing total investment approach a staggering $600 billion. Let’s look at the Capex projections from the tech titans: 🥇 Amazon (~$200B): Absolutely insane spending. To defend the AWS throne, Bezos’s successors are going all-in. $200 billion? That’s not just an investment; it’s a statement that they will outspend everyone to stay #1. 🥈 Google (~$1,850B): Sundar Pichai is clearly feeling the heat, with spending effectively doubling. To prevent ChatGPT from taking their lunch, Google is not just spending—they’re signaling to Wall Street: \"Demand is still outstripping our supply!\" 🥉 Microsoft (~$150B+): The steady \"gold-digging beast.\" At $37.5B per quarter, they are on track for $160B a year. After all, raising a \"son\" like OpenAI is an expensive endeavor. 😶 Meta ($115B - $135B): Remember when Zuck was mocked as a \"spendthrift\" for the Metaverse? Looking at these numbers now, Meta actually looks... disciplined? He’s currently the \"lowest\" spender among the giants (even if that \"low\" is still $130B+). There are two prevailing narratives regarding this Capex explosion: The Cloud Provider Logic (AMZN, GOOG, MSFT) Their infrastructure spending is backed by actual B2B customers. As long as the cloud market expands, this Capex builds a massive competitive moat. The Consumer Monetization \"Ghost Story\" (META, AAPL, TSLA) These companies must recoup their AI billions one or two dollars at a time from individual consumers. If the \"AI killer app\" for consumers doesn't materialize, this Capex becomes a heavy drag on the balance sheet. AI competition seems to make capex spending unavoidable — but in the end, who will actually monetize it? Which company are you most bullish on after recent earnings? Would you buy Apple at these levels, or try to bottom-fish some of the recently beaten-down names? Leave your comments to win tiger coins~","highlighted":2,"essential":2,"paper":2,"link":"https://ttm.financial/post/529905119428912","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["META","AMZN","TSLA","AAPL","GOOG","MSFT"],"verified":2,"subType":2,"readableState":1,"subTypeObject":{"tweetId":529905119428912,"totalAmount":500,"balance":500,"end":false,"deadline":1771111818445,"remainingNumber":100},"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2405,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"isVote":1,"tweetType":1,"viewCount":35,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["META","AMZN","AAPL","GOOG","MSFT"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":920,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/531235004404768"}