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“Basically no need to own the hypers while they continue to ratchet up capex mostly on the back of memory prices”
@ContrarianCurse · SuspendedCap
Hyperscalers are burning capex on surging memory costs, compressing returns and making the group unattractive to own
AMZNSHORT@ $233.23
$266.00-14.05%
since call Jun 24
peak +3.0%
in postLONG
“they continue to ratchet up capex mostly on the back of memory prices”
@ContrarianCurse · SuspendedCap
Memory prices are the primary cost driver for hyperscaler capex, making memory producers the direct beneficiary of the AI infrastructure buildout
MULONG@ $1,188.52
$815.40-31.39%
since call Jun 24
TIMESTAMPS
in post
in post