Tesla, Alphabet Shares Slump
Bloomberg Intelligence
Dilemma of CapEx Spending and Investor Expectations in Tech Industry
The chapter addresses the tough decisions companies must make regarding decreasing CapEx spending in the face of ample GPU supply in a restricted market. It also explores the cash flow patterns of tech giants like Alphabet, their focus on CapEx and acquisitions, and investors' expectations for growth, profitability, and reduced CapEx, with insights into the stock volatility of companies like Tesla and the complexities surrounding Elon Musk's communications.
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