1PC
09-03 23:26

@Shyon：
For me, the biggest takeaway is that rising oil prices and Treasury yields are becoming a major headwind for high-growth tech. Higher discount rates make future AI cash flows worth less today, explaining why Microsoft and $NVIDIA(NVDA)$ can sell off despite strong long-term fundamentals. I’m still bullish on AI infrastructure, but I’m becoming more selective about how that growth is financed. $Dell Technologies Inc.(DELL)$ results showed genuine demand, while $Broadcom(AVGO)$ ’s reported debt-funded compute strategy raises questions about how much of the AI boom is backed by sustainable end demand versus financial leverage. I’ll be watching Broadcom’s earnings closely. AI chip growth of 143% is impressive, but I want to see whether its compute-rental model can generate durable returns without putting too much risk back on Broadcom. For me, the next phase of AI is about who ultimately pays for the infrastructure. @Tiger_comments @TigerClub @TigerStars @Marktomarket
For me, the biggest takeaway is that rising oil prices and Treasury yields are becoming a major headwind for high-growth tech. Higher discount rates make future AI cash flows worth less today, explaining why Microsoft and $NVIDIA(NVDA)$ can sell off despite strong long-term fundamentals. I’m still bullish on AI infrastructure, but I’m becoming more selective about how that growth is financed. $Dell Technologies Inc.(DELL)$ results showed genuine demand, while $Broadcom(AVGO)$ ’s reported debt-funded compute strategy raises questions about how much of the AI boom is backed by sustainable end demand versus financial leverage. I’ll be watching Broadcom’s earnings closely. AI chip growth of 143% is impressive, but I want to see whether its compute-rental model can generate durable returns without putting too much risk back on Broadcom. For me, the next phase of AI is about who ultimately pays for the infrastructure. @Tiger_comments @TigerClub @TigerStars @Marktomarket

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