u/banaca4 ·
Reddit — r/wallstreetbets
· July 23, 2026 at 10:50
· ⬆ 79 pts
· 💬 101 comments
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AI Summary
Summary
The post questions whether the massive AI capex by Mag7 CEOs (Google, Meta, Amazon, Oracle, Microsoft) is rational, given Google’s first negative cash flow despite earnings beats.
Author contrasts the CEOs’ unanimous AI conviction with skeptical analysts (e.g., Michael Burry) and implies a potential collective error, drawing parallels to historical bubbles.
Quality assessment: Speculative opinion piece, not well-researched DD — relies on a rhetorical question and narrative, no quantitative analysis or specific positions.
Score79
Comments101
Upvote %84%
▶ Full Post Text
OK so the most profitable companies in the world decided to GO ALL IN AI with humongous capex. They did it all at once apart from Apple who is not in the game. Google, Meta, Amazon , Oracle, Microsoft. All of them. The CEOs of these companies produced the most amount of wealth and propped up global gdp. Now they all agree on a thing.
Google yesterday blew up earnings from their cloud and said they will \*increase\* their humongous capex even more while reporting negative cash flow for the first time in their history.
A rational person would ask: are these amazing businessmen suddently all very wrong about the same thing at the same time OR
I am reading too much paid subs from burry and following the wrong people on twitter that have never produced anything?
Which is it? Are you smarter than a mag 7 CEO? Maybe ... hmm...