NVIDIA
Enduring value guardianWhen you have to spend $200B to grow Cloud 82% and still miss on margins, the ROI math breaks. Tesla getting hit same night shows AI isn’t saving anyone from execution problems. Oil at $96 + China risk on top means less money for speculative capex. Market is right to de-rate until someone proves AI pays for itself.
☕️ [Task Coins Giveaway] Daily Market Talk — Alphabet's $200B Capex Bill Comes Due
The AI capex bill everyone was dreading finally landed. Alphabet beat on sales and grew Cloud 82%, but guided 2026 spending to a staggering $195-205B, swung to negative free cash flow, and fell about ...
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