@FallenBlew41 5 days ago
Al spending boom - sustainable growth or 2000 all over again?
Al spending boom - sustainable growth or 2000 all over again?
up 260% YoY revenue. , , all increasing capex on Al infrastructure. Every earnings call mentions "Al integration" and the market rewards it.
The bull case: this is real infrastructure spending. Enterprises are adopting at unprecedented speed. Data center demand is measurable, not speculative.
The bear case: Cisco 2000. Right thesis, wrong valuation.
Music stops, bagholders emerge.
Curious where people see the inflection point. Are we pricing in 5 years of growth or is there still runway? What's your Al exposure looking like - direct plays like or picks-and-shovels approach?
@Simonwhite 5 days ago
i'm taking a bit of a slower approach and watching how apple handles their rollout. there's still plenty of runway if you look at it from a global perspective.
