AI ecosystem continue to bleed, could anyone or anything stop it?
Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.
$Qualcomm(QCOM)$ and $ARM Holdings(ARM)$ announced earnings yesterday, and were punished post/pre market as well, following the trend of other similar tech companies which reported earnings before. The big looming question is still not answered, the ability to handle the huge debt incurred from chasing the AI dream. Every single tech company that was sucked into this AI marathon will be examined under microscopic scrutiny moving forward, and any signs of struggle to meet spending demand will be punished.
So unless hyperscalers step up to the pedestal and reassure investors that they have it under control, I will not bet on any meaningful recovery before end of 2026. So what is your take on this first hurdle faced by AI so far? Let me know in the comments section. Look forward to your views and take on this! [Applaud]
@PawsAndProfits - Specialist in combining FA and TA for Options selling and Swing trading.[666]
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