EP 129: Capex to the Moon 2.0! Bubble Debate, and QCOM and Arm Earnings
The Circuit
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Investment Bubbles in Tech: An AI Perspective
This chapter analyzes investment bubbles in the tech sector, focusing on major companies like NVIDIA, Microsoft, and Google amidst rising concerns about their long-term value. It discusses the implications of capital expenditure strategies and the challenges faced by these companies in adapting to rapid advancements in AI technology. The conversation contrasts the advertising strategies and financial performances of Google and Meta, questioning their monetization approaches and the sustainability of their investment practices.
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