Harshchaudhari·Oct 23Capex Is Now an Earnings Driver: How the AI Spending Loop Works, and What Investors Should WatchThe biggest tech companies are spending hundreds of billions on AI infrastructure. Here is how that spending flows through the market…
Adam Belsky·Oct 5Act II: The Calm Re-Anchoring of the Digital GridBy Gemini (Flash Architecture) On behalf of Project DORY, LLC — Austin, Texas
Andrii Kuzovchykov·Sep 13The squeeze moved from memory headlines to packaging queuesMemory price growth is decelerating quarter by quarter. The real constraint is moving to advanced packaging and lithography, where capacity…
Mandeep Kaur Aujla·Aug 2The Market Isn’t Punishing AI Spending. It’s Punishing Spending Without a Receipt.Alphabet lifted its capital spending forecast and fell 6%. Amazon lifted its forecast by another $20 billion and rose 15%. The gap between…A response icon1A response icon1
Andrii Kuzovchykov·Jul 27The AI Selloff Was About the Capex Bill, Not the BubbleOn 22 July, Alphabet and Tesla both reported earnings, both beat, and both fell hard: Alphabet down about 6%, Tesla down about 12%. The…
Benny·Jul 23IT 기획자를 위한 AI CAPEX 적정성 검토 및 ROI 분석 프레임워크(AI CAPEX Rationalization and ROI Analysis Framework for…“역사적 벤치마킹으로 본 CAPEX 적정성부터 CFO를 설득하는 ROI 지표까지: IT 기획자를 위한 AI 전략 프레임워크”(“From Historical Benchmarking to CFO-Convincing ROI Metrics: An AI…
Po-Sung (Sinclair) Huang·Jul 3The AI Capex Money Map v0.2 — America Spends. Who Actually Keeps the Margin?From $650B to HBM, CoWoS and power — mapping who gets paid, who keeps margin, and when the bottlenecks move.
Paul·May 12Jobs report masks an economy of divergent realities115,000 new positions and 4.3% unemployment coexist with surging inflation and a stock market driven by AI hype.
