$Alphabet(GOOGL)$ $SPDR S&P 500 ETF Trust(SPY)$
Capex has always been a concern, I agree. But it's important to understand that companies that don't invest in AI will also be punished in the long run.
The current dip in Google could be life-changing for many in less than three months. It feels like an overreaction to capex and key employee turnover.
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- LEESIMON·06-25 00:14🩷GoodLikeReport
