Hyperscalers (GOOGL, MSFT, META, AMZN) see strong demand and capital expenditure, bullish.
Hyperscalers (GOOGL, MSFT, META, AMZN) see strong demand and capital expenditure, bullish. Korean memory stocks (SK Hynix, Samsung) rallied despite Jim Cramer's bearish call on data center stocks.
“Just a TLDR of this week: Media: Hyperscalers overbuilt and are selling excess compute. -> $GOOGL, $MSFT, $META, and $AMZN: Demand for compute far exceeds capacity. Capex go brrr. Institutions: Emergency rate hike or 3x rate hikes, it's all over. -> Kevin Warsh: No rate Hike. Retail/Media: AI is crashing because it's a bubble. -> Citadel looking to buy AI leveraged hedge funds positions: 👀 Jim Cramer: Sell all your leveraged DC stocks. -> Koreans: SK Hynix +30%, Samsung +26.81%”Original post：X / @aleabitoreddit ↗
Related stocks
METABullish
+3.28% today
-8.55% 90d
Demand for compute far exceeds capacity; hyperscalers continue heavy capex.
Trade ↗AMZNBullish
+15.32% today
+1.24% 90d
Demand for compute far exceeds capacity; hyperscalers continue heavy capex.
Trade ↗GOOGLBullish
+6.73% today
-7.66% 90d
Demand for compute far exceeds capacity; hyperscalers continue heavy capex.
Trade ↗MSFTBullish
+3.02% today
+12.13% 90d
Demand for compute far exceeds capacity; hyperscalers continue heavy capex.
Trade ↗