“Reuters came out, I think, with an article saying that they're actually going to raise CapEx dramatically this year and next year. So all that kind of fear that that quote about authentic AI from the ”
Meta is shattering the media's pullback narrative by aggressively hiking its 2026 CapEx guidance to $125B-$145B to dominate the frontier AI model race.
“SK Hynix executives said during their IPO run that their customers are asking five to six times more than they're able to serve. And they're going to double capacity over the next five years”
AI customers are demanding five to six times more memory than suppliers can build, guaranteeing massive profits for the entire semiconductor sector.
“Lisa Su raised her agentic CPU forecast. Just three months ago, it was $120 billion for 2030. Three months later, they raised it to $220 billion... CEOs don't raise their tams by these multiples in a ”
AMD CEO Lisa Su just hiked her agentic CPU market forecast to $220 billion in three months, proving the chipmaker is capturing insane underlying demand.
“like amazon the ceo in april... he talks about how free cash flow works we're not betting 200 billion dollars on a hunch we see the demand we know it's going to be insanely profitable and free cash fl”
Amazon is sinking $200 billion into AI infrastructure because they see the massive demand that will print insane free cash flow in the medium to long term.
“over the next year or two you're going to see nvidia able to add tons of revenue because they were able to lock up all the supply components that's another thing that people don't really talk about is”
Nvidia is weaponizing $119 billion in purchase commitments to corner scarce components, guaranteeing enough supply to double its revenue every year.
“They just bought stake in the optical companies, Lomentum and Coherent. Jensen is enabling the future because he sees this overwhelming title of demand, and he needs these companies to be able to buil”
Nvidia just bought a $2B stake in Coherent to aggressively fund optical supply chain expansion and feed overwhelming AI component demand.
“They just bought stake in the optical companies, Lomentum and Coherent. Jensen is enabling the future because he sees this overwhelming title of demand, and he needs these companies to be able to buil”
Nvidia just injected $2 billion into Lumentum to aggressively expand the optical supply chain and guarantee components for overwhelming AI demand.
“we're seeing a lot of kind of automation of things that are very task-based, things that are like really micro jobs, that aren't like full jobs at all. So we're seeing like declines in freelancing acr”
AI tools are obliterating the micro-task economy, driving a 17% plunge in Fiverr shares as businesses swap human freelancers for cheap image generators.