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in postSHORT
“That is the reflexivity that ultimately stalls the capex cycle”
@zerohedge
Hyperscaler capex reflexivity stalls the AI build-out, cutting the primary demand driver for NVDA GPUs.
NVDASHORT@ $208.41
$198.98+4.52%
since call Jun 18
peak +9.6%
“the first hyperscaler to signal that it can slow the pace of spending will likely see its share price rewarded”
@zerohedge
Hyperscalers re-rate higher as markets reward the first to cut capex, reversing a 4-year relative underperformance vs. semis.
MSFTLONG@ $387.18
$471.24+21.71%
since call Jun 18
peak +22.2%
TIMESTAMPS
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