Hamza Fathallah
392 posts


To my lovely dear for today😉✌️
Sportsnet@Sportsnet
"WE'RE NOT LEAVING!" Martin St. Louis in the Montreal locker room following Game 7 🗣️
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🚨 Trump EXPLODES at Iran as Hormuz Reopens
Stock Market Open Shock?
Martyn Lucas Investor
LIVE Now on YouTube
youtube.com/watch?v=s5bbaM…
#TRUMP #IranWAR #MartynLucasINVESTOR
@sensei_live_ @eVTOLHUB @KCLadiesCrypto

YouTube

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So once again, someone explain to me how exactly AI capex is all a bubble?
$NBIS got a $20B deal for 5 years.
Their market-cap was $15B at end of day.
Microsoft, a hyperscaler, already is spending massive amounts on capex.
The AI bears will tell you the entire capex lifecycle is done and peaked because $NVDA is down $10 after earnings, as if a company never fell after earnings.
Then Nadella whips out $20B after hours for more datacenter/cloud/compute buildout…
Zucks is ready to “conservatively” spend $600B on capex by the end of 2028.
Amazon, Microsoft, Meta and Google are expected to spend $465 billion on capex in 2026, up 21% YoY.
What are we talking about?
How can someone reasonably say it’s all a bubble?
At this point it feels like people wanting to just say AI is pointless for the sake of saying it to “call the top” vs actually analyzing the rate of growth, spend, and ROI that we are seeing from AI.
$AMZN $META $MSFT $GOOGL
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That could be something big, tou desserve it SIR @Cobratate
Andrew Tate@Cobratate
My political ambitions are absolutely serious. I have been doubted my entire life. Then I became the most googled man on the planet escaping lawfare in the most corrupt country in Europe. I win with tenacity alone. I will be prime minister of the UK. That is a promise. @votebruv
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He dit it😂 he really not like Jerome’s team😂😂
amit@amitisinvesting
BREAKING: PRESIDENT TRUMP HAS FIRED FED GOVERNOR LISA COOK. No sitting U.S. president has ever fired a Federal Reserve Board Governor. This is a first.
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