For me, the key is whether AI investment can translate into sustainable earnings and cash flow growth. I remain bullish on AI, but the market is becoming more selective. Ambitious spending plans must eventually deliver measurable returns.
I will watch Meta’s advertising growth, free cash flow and CapEx guidance closely, as these could influence $NVIDIA(NVDA)$ , $Broadcom(AVGO)$ , $Taiwan Semiconductor Manufacturing(TSM)$ and $Micron Technology(MU)$ . I remain positive on AI, but I prefer to stay disciplined and focus on companies that can turn AI demand into actual profits.
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- cheerzy·10-19 18:23TOP145B in capex is a huge ask when ad cash flow can wobble fast. If FCF starts compressing, the whole funding story looks a lot less safe1Report
- 1PC·10-19 20:54TOPNice Sharing 😁 @Barcode @JC888 @koolgal @Aqa @DiAngel @Shernice軒嬣 20001Report