altcap
@nhbwmsnhbwmshwts
Capex vs. AI Revenue Update Since the below post, Sequoia and GS have also raised concerns about too much capex, too little revenue, leading to market worries about 1) ROI and 2) the sustainability of the capex supercycle. These concerns, combined with an overweight position https://t.co/JrlQfEZ5IY
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