CAPEX
Eaton Vance Capital Exchange Fund
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Google is keeping the AI trade alive - CAPEX 2027 increases significantly from 2026
Fervo Energy: the AI Buildout Dominatrix [FRVO]
Forget the distractions, the AI trade hinges on Metas earnings report this week
Will META increase thier CAPEX next week?
We have now entered the next phase of the AI super cycle and here are the likely winners and losers
Using Warren Buffet's Owners Earnings on Tech Stocks: Warning not for "growth" investors
1 GW of AI compute generates 66B revenue
No matter how high interest rates go, the wealth effect won’t be deterred
Tencent (china) to offload more stakes in SE ADR?
DNUT: edging closer to value with FCF and EBITDA multiples expected to decline materially. + hype potential through Pokémon
Wonder if Cramer was hiding when Soundhound’s CEO was on CNBC
Shorted NBIS for $5.7 million today. This is why.
Is this the best buying opportunity of today
Why Meta Stock Dropped -- Then Bounced Back
Hyperscalers and digital infrastructure providers is just the first wave of infrastructure builder
Fervo Energy (FRVO): Google just quietly expanded their geothermal deal to 3 GW. Here's why this matters for the AI energy trade.
MICRON Huge beat and expects CAPEX to increase amidst increasing demand
Title: Kinepolis Is Dirt Cheap: Why Wall Street Is Missing a Massive Value Play 🍿🚀 Hey r/pennystocks, While everyone target AMC's high-debt volatility, the market is completely mispricing European giant **Kinepolis**.
Comfort Systems USA ($FIX) - Time to take profits?
$ALHAF (Haffner Energy) DD: Projecting a €23.6M annual net margin on a single site (Marolles) with zero-cost biomass feed.
$ALHAF (Haffner Energy) - Massive arbitrage opportunity in green hydrogen: 0.59€/kg production vs 7-9€/kg market price
Ultimate DD: MSFT is the best stock in the word because they OWN ALL OF YOU
Dell’s $24B AI monster quarter means the hardware supply chain is about to go crazyy
META is the best value play that will 5X - 40k Yolo
META is the most attractive value stock play - 40k yolo
Why does AI keep pumping, and when will the music stop?
How AI keeps pumping and when will the music stop?
I feel like it’s very difficult to get a read on the AI trade… (chips, smh, intc, bubble)
Enough is enough fk u quantum/space regards making money - top is in
$META DD - Why you should bet on the lizard king
Best Compounder in the AI Data Center Value Chain - Amphenol (APH)
Best Compounder in the AI Data Center Value chain - Amphenol (APH)
In an irrationnal world, Charter communications (CHTR) might be the swing trade we don't deserve
In an irrationnal world, Charter communications (CHTR) might be the swing trade we don't deserve
I have a list of energy/industrials companies but each one has their flaws.
Fuck Al - I have a list of energy/industrials companies but each one has their flaws. Would value your perspective.
🌾 The Hay-conomy is Breaking: Why Rising Feed Costs are a Systemic Risk for Ag-Stocks
Holding META/METU into the weekend hoping for a a turnaround
How to better position your portfolio after huge CAPEX from Big Tech - Q1 Earnings
ORCL needs cloud partners and GPU alternatives
$BUFF.V or OTC $BLPTF. PEA out. 30 percent IRR projected. Buffalo Potash the Potash Fertilizer Company with tech patents
The $260M Market Cap "Pick and Shovel" Play Hidden in Plain Sight (CEO says they're in almost EVERY AI GPU/TPU) - $ASYS:
APLD - Heavily shorted, recent catalyst, shorts doubled down vs covering
RZLV: this 750% growth stock is heavily underpriced. Risk/reward ratio on this is NUTS.
Rezolve AI ($RZLV): A High-Growth AI Infrastructure Play With an Extreme Risk/Reward Dislocation
Charbone Hydrogen (CH.V / CHHYF): A Mispriced, Dual Play on Green Hydrogen Production and Helium Supply
DD: Highland Copper (HI.V / HDRSF) - Does anybody else have this stock on their watchlist?
My thoughts - AMS-osram for a EU Photonic play and great industrial execution track record
The entire AGI bet rests on a single island - and the market doesn't seem to care
Full Port DD: Decided to stop betting short term and went all in with long dated leaps
Is There an AI Bubble? CAPEX, Profitability, Data Centers & Market Risk: Positions
Is There an AI Bubble? CAPEX, Profitability, Data Centers & Market Risk
[Industry Insight] Why we dumped our excess wine onto the bulk market (and spent the cash on a massive solar array). A reality check on winery economics.
Mayday, Mayday - JetBlue Airways's (JBLU) Zero Hedge Disaster
Rate my Commodity "Sniper" Portfolio - Aiming for 10x Reratings ($9k)
$GETY - DOJ regulatory catalyst + 60% Dark Pool Short Volume + 4.6 Days to Cover = The Mother of All Reversals? 🚀
The AI CAPEX wave has 74 Reddit-mentioned tickers. Here is the 75th - and why it may be better than the rest!
OpenAI resets spending expectations, tells investors compute target is around $600 billion by 2030
OpenAI resets spend expectations, targets around $600 billion by 2030
FSLY +91% in February: The Earnings Blowout Signals AI Tailwinds – But Is It Sustainable?
Am I crazy to think AMZN can hit $300 and META can hit $1000 this year?
Big Tech Capex is accelerating +44% YoY to ~$610B in 2026. What are the best bets to surf this wave (besides Nvidia)?
Why has AMZN been the most underperforming MAG7 stock in past 5 years?
It's not the last year that's irrational, it's this dump that's irrational
Mentions
Just playing devils advocate but we are dealing with worsening macro + the oil issue, balance sheets nuked for CAPEX and ai valuations being second guessed now
Damn the copium is strong on this one. It crashed due to a lack of precise ROI on CAPEX and a slowdown in the main business due to this AI. There is no masterfull market manipulation plan. It's just bad news.
Bought the CAPEX, suffer for the OPEX!
The CAPEX peak is expected in 2028/2029, which means growth will slow or even decline afterward. As a result, P/E multiples will need to be adjusted downward.
It’s the cashflow which is negative. The only way everyone makes money infinitely is if they prove these investments are gonna bring more revenue. Negative cashflow with rising CAPEX only means they will cut CAPEX hard once race is over. And market are forward looking.
Inevitable CAPEX increase cessation totally hasn’t been taken into account this whole time. Mhm. Sure. This is when ya buy the calls.
Hey - I’m you from the future, like 2028. CAPEX has declined and cashflow has increased massively in all the MAG 7. All that negative cashflow you saw in 2026? Yeah, it was insanely profitable business they were chasing and is now the businesses are just larger and spitting out cash. You’re welcome.
It's not though... each model makes more than it costs to build. If they all stopped building forward then they would be profitable. Growth requires CAPEX.
CAPEX? Sold off Those receiving CAPEX? Sold off Ai taking away from your business? Sold off Ai who has taken away from those businesses? Sold off Tsla? Stable and up 30% in 3 months
Also the sentence makes no sense. How does CAPEX "prevent" depreciation. Absolute slop post
i mean it dropped from 400 to high 270s. Mostly priced in, but overall market is giga shit right now and CAPEX funding are not comfy.
2 days a week AI booms, 2 days it’s a “bubble” even after PROVEN CAPEX, and 1 day a week is tantrum over macro.
Fears were eliminated, cuz all hyperscalers reiterated CAPEX
The CAPEX hasn’t been worth it, just cut it and let the semis fend for themselves
Where do we go from here, the CAPEX and FCF aren’t exactly getting better
Bull NVIDIA: \- All hyperscalers + SPCX increased / retained CAPEX \- Anthropic +1.5T extra money to spend on chips / data centers \- FED did not increase rates ALL GOOD NEWS FOR NVIDIA.
I think RDDT should include all kinds of opinions. Just like instagram. Thats the way to make money. You can’t just increase the users if you openly support one side. It’s already at 50 mil US users for fuck’s sake. Also Broke 20 yr old women dont have any money. Mods should have way less power in bans. Increase the fucking CAPEX to get better banning system. Get the boomers in.
Is profit non existent because CAPEX?
Don’t worry, CAPEX, balance sheet, profit concerns don’t apply to tsla but do for everyone else so just buy calls on tsla
Amazon CAPEX up from 57 to 77wow
#WALL STREET SUDDENLY REALIZES CAPEX IS SUPPOSED TO GENERATE ROI - THE ALLEGEDLY SMARTEST PEOPLE IN THE ROLM :ahyes:
FCF is an issue. Might be a few rough quarters before they might be able to capitalize on their CAPEX.
There’s a solid gap to $60 and rising CAPEX.
Investors are so fickle because if Increased CAPEX drives revenue higher the stock still goes down. We've seen this already with META dropping down to $90 in 2022
You guys are missing the point. If GOOGL can't capitalize on the CAPEX spend, no other companies are gonna make money from AI besides the ones selling shovels. This is actually pretty telling of what's to come.
This market is so dumb, of course MSFT was going to need to use debt for it the CAPEX is almost completely eclipsing earnings.
So the big 3 cloud all maintain or increases their CAPEX. Semi and Memory gang , we are safe.
I have this other feeling that the dip is gonna get bought , after the emotional side of the trade is being done and the CAPEX spending is being priced in, if their Cloud revenue continues rising in such a rate they are gonna be huge players on that field
CHATGPT IS DESTROYING GOOG…oops wrong year. CAPEX IS DESTROYING GOOG
tfw your 401k is tied to a company spending more than some countries gdp on servers that might just be used for cat videos... liquidity is drying up, CAPEX is exploding, and i'm sitting here wondering if diamond hands is just stubbornness or actual conviction. maybe i should have listened to my dad about bonds. fuck. 😭
this might be one of those few times I buy puts or shorts to cover my shares. I could see a huge beat or a similar 10% drop depending on what Amazon says about 2027 CAPEX
Google also increased their CAPEX when building out GCP and took market share from encumbents like AWS. This CAPEX wave is no different. Having used LLMs, it is clear we do not need to achieve AGI for these to drastically improve productivity. Thus, I think the return on capital employed will be greater than zero. And should this CAPEX wave be a bust, Google is not putting the business at risk like others are. Ultimately, I consider this market pull back due to scary CAPEX as an opportunity to buy back into Google at a reasonable price.
The CAPEX isn’t permanent though and they’re glowing their cloud revenue 100% YoY. What happens once they decrease CAPEX and their fcf sky rockets again
MSFT CAPEX $38.37B est. $45.93B GOOGL CAPEX $51.36B est. $55.78B
MSFT CAPEX $38.37B est. $45.93B GOOGL CAPEX $51.36B est. $55.78B
MSFT CAPEX $38.37B est. $45.93B GOOGL CAPEX $51.36B est. $55.78B
MSFT CAPEX $38.37B est. $45.93B GOOGL CAPEX $51.36B est. $55.78B What part of this shows an increase in CAPEX? Please enlighten me
Google and MSFT spent less then estimated on CAPEX, they are slowing down
Google is down because it missed earnings and MSFT is up because it didn’t. This has nothing to do with CAPEX, are you redsrded
So what were googl and MSFT CAPEX guides?
Google: "Significant CAPEX increase in 2027".........Where do you think that CAPEX is going? msft dirty accounting tricks but their capex is clearly going to increase as their money maker is azure..its obvious
CAPEX reduced... should be bad for memory or
Tomorrow, GOOGL 300P will print. I'm thinking it falls to $275 in the short term, $250 if the market starts getting CAPEX jitters. In other words, GOOGL holders are fucked
Seems MSFT is lowering CAPEX?
Yeah bro, chips will be fine bro, CAPEX always going up bro *customer revenue slowdown enters the picture*
MSFT CAPEX $38.37B est. $45.93B GOOGL CAPEX $51.36B est. $55.78B
Msft and Google spent less on CAPEX then they guided for. META fucking had to dilute
MSFT CAPEX $38.37B est. $45.93B GOOGL CAPEX $51.36B est. $55.78B
Msft and Google are slowing CAPEX. Slowing demand for AI
The beginning of a small AI bubble pop.. Hyperscalers are SLOWLY but surely reducing CAPEX.
The SOXX is currently ignoring the MSFT beat tho in AH... actually maybe not because both cut CAPEX and that's what's being listened to. As of now though it looks as if tomorrow is going to be a "Google leads the Nasdaq and semiconductors lower day."
What did MSFT say about CAPEX
Shouldn’t chips be down more if GOOGL is slowing down and slowing CAPEX
Increased CAPEX guidance.. should be good for semis. Though they also drop after hours
ALPHABET (GOOGL) Q3 2026 EARNINGS Revenue: $127.58B vs. $127.93B est. — MISS EPS: $2.12 vs. $2.87 year ago Operating Income: $40.58B vs. $43.16B est. — MISS Google Services: $96.30B vs. $98.40B est. — MISS Google Cloud: $30.71B vs. $29.10B est. — BEAT Google Search: $63.35B vs. $64.85B est. — MISS YouTube Ads: $11.21B vs. $11.43B est. — MISS CAPEX: $51.36B vs. $55.78B est.
CAPEX light in msft. Heed warning.
Oh shit MSFT light in CAPEX. Grab your hats!!!!
$MSFT Q1 Earnings: * REV. $92.28B (EST. $90.63B) * ADJ EPS $4.89 (EST. $4.73) * CLOUD REV. $63.9B (EST. $61.62B) * CAPEX $39.37B (EST. $45.93B) * OPER INCOME $45.92B (EST. $43.92B) +5% AH Strong beat, incredible cloud growth (the way I see the report is that data-center buildout, and AI is going into cloud growth, CapEX is solid as well)
GOOGL has no other chance but to increase CAPEX. Everyone else did and they want to play at the AI frontier again. Stock will TANK today!
Meanwhile: 1. Data centers can't be built fast enough 2. GPU rental prices--of even the old stuff--is at highs 3. Revenue per dollar of compute is through the roof at anthropic. 4. There are zero signs of CAPEX slowdown. Just yesterday META and Facebook raised 10s of billions for it. 5. Anthropic estimated IPO 1.88T.
COCA-COLA Q3 2026 EARNINGS - NET REV: $13.4B - COMP EPS: 91C (EST 88C) - ADJ ORGANIC REV: +7% (EST +4.3%) - PRICE/MIX: +1% (EST +1.99%) - UNIT CASE VOLUME: +5% (EST +2.98%) - CONCENTRATE SALES: +7% (EST +2.53%) - COMP OPER MARGIN: 32.9% (EST 32.6%) - RAISES FY GUIDANCE - FY CAPEX UNCHANGED - SEES FY COMP EPS AT LEAST 11% SAW 9% TO 10% We all should have just full ported KO in jan
This AI CAPEX fatigue feels a little different than the previous ones
If it goes to full support at 280 I’m full porting. It’s like people here have goldfish memories. Anyone with more than a 1 year time horizon will have it made once CAPEX drops
MEMORY IS MASSIVELY UNDER PRICED HERE...NOW IS YOUR SHOT B4 SK SNDK AND BIG TECH CAPEX CRAZINESS RIPS BER ANUS If you dont bug today/tomorrow you'll be buying 20% higher
I hold ASML since 700$ because it was defensive play, after jump to 1100$ and back to 500$ i was bit depressed. But bought more. Now I sold at 1300$ because of concentration risk but the stock is solid compounder for years, IMO you cant go wrong with it. But it's cyclical, let's assume CAPEX stays or goes lower - whos gonna ramp up production? Current spike is 100% due to memory / tsmc. This might be a supercycle, but there will be peak, anyone who think this is straight up line for 10 years must see beyond initial AI buildout phase. My theory could be raise of robotics in 30's, probably all robots, all autonomous vehicles need chips, but do they need EUV? Not sure. Perhaps? Anyway Im fine sticking around 10% of my porftolio, would trim further if its back to 15% again.
The CAPEX being so high and ROI questions have always been there but the narrative wasn't there back then. Wall Street operates in sector rotation cycles and use these narratives and feed the algos to do the trading. 6/12 months down the line the narrative will change again and I think we will have a AI and chips 2.0 happen again. Relax and keep DCAing down
NBIS, IREN, And Coreweave are three of the most insanely overvalued stocks I ever seen, even after falling off a cliff this last month. IREN alone has guided 30 billion in CAPEX next year...3x more than their current market cap... LMAO
Stop trading the rollercoaster and just hold. It's really not difficult to make money in this environment, especially considering the massive CAPEX AI buildout. Even VOO is still up 11% YTD despite the macro factors....
Bloomberg indicates that SpaceX are looking to lease access to 80K cell towers, rather than buy them. Verizon, who mainly do sale-and-leaseback in towers, have a net profit margin in the region of 11 to 12 percent. Consumers will not pay a premium for standard ground coverage. So cost advantages are going to have to come from the fact that by connecting their ground towers directly to the Starlink satellite constellation via space laser routing, they completely bypass the need to lease third-party ground fiber which competitors are stuck with. On the flip-side is a risk of the upfront CAPEX trap. Leasing 80,000 towers avoids the cost of building physical masts, but SpaceX still has to buy and install physical cellular antennas, base stations, and Starlink ground terminals on every single one of those towers. Bernstein estimates that would cost between $50 and $130 Bln.
The AI ROI vs CAPEX trade is officially live
If they showed these memes as the raison d'etre for the trillions of AI CAPEX there wouldn't be much backlash
Red wave due to no 2027 CAPEX guidance by Tesla and Meta :kek: :kek:
META confirmed continued CAPEX and yet the KOSPI sells everything to hell again. When are we going to escape this sick cycle?
The only way they will be profitable based on the current CAPEX is if they can canabalize 6% of the economy. They won't because we need food more then AI
Nice rev beat, but the GAAP EPS hit from legal fees... ouch. And AI CAPEX. I think META keeps printing cash nonetheless with some blue skies ahead.
they actually increased the low-end projection on CAPEX but the market is retarded
Did they reduce CAPEX or why are SEMIs dumping
\*META ESTABLISHES NEW NON-VOTING CLASS C COMMON STOCK \*META SEES FY CAPEX $135B TO $145B, SAW $130B TO $145B \*META SEES 4Q REV. $73B TO $76B, EST. $73.57B pays out in a dividend of those expect to trade Jan 27 and effective a 2-1 split
META cost and CAPEX both going up . Semi and memory are safe.
34.9 billion in CAPEX
SOXL to 130 after increase in CAPEX!!!
Tf was that dump? Anyways SOXL to 130 when META increases CAPEX to 1 trillion
Bro what? Literally all 3 of them have announced massive CAPEX expansion. Micron upcoming Clay project in the US is a super massive one, worth hundreds of billions. Ask all of the semicon suppliers, the money is definitely trickling down.
META announcing it will cut CAPEX by 50% next year -> entire market dies
As long as META keep burning money on their CAPEX, then memory and Ai gang is safe.
You need to buy several thousand rotting warehouses to have the necessary CAPEX for that before I'm investing.
You CAPEX it on the other. And nobody cares about cashflow right now. So it‘s a double win! CAPEX more, pump stock more, other side revenue more, pump stock more. Until it doesn‘t anymore.
ITM calls expiring may. Sell during Q4. I’m expecting meta to drop on Thursday due to CAPEX and FCF
You're looking at one quarter to calculate ROI on massive infrastructure CAPEX? Short sighted
LOL why does the market throw AI tantrums every quarter just for earnings to come around and CEOs confirming what they’ve said for 3 years that the CAPEX ain’t stopping and then everyone buys like retards
SPCX is still burning CAPEX on the starship? 🤣
Just from a cursory glance it has to do within their AI segment, when you recognize revenues vs when you have to account for CAPEX as an expense
Why don’t we just do it like the good old days Let the Chinese spend 10 quadrillion CAPEX inventing AGI then send some CIA guys to aquire the blueprints
Well, depreciation is a bitch. Also, if CAPEX grows in lockstep with revenues, where do we end up? Also, Google just announced they will pull out of SPCX rent in short-term when Google‘s facilities are ready. That‘s hardly sustainable for SPCX. But we‘ll see. This could end ugly.
Adjusted ebitda for everything that is bad. CAPEX is unreal. How will this thing survive?
How AI CAPEX (MET, GOOG) getting hammered but semis (SOXX) not? Make it make sense?