u/jfauv94 ·
Reddit — r/wallstreetbets
· 2026년 7월 26일, 23:05
· ⬆ 38 포인트
· 💬 29 개 댓글
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분석 결과가 없습니다.
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99% of you regards never make money because you're chasing garbage stocks, with ridiculous valuations, at the wrong time in the cycle.
If you can get your ADHD to calm down for one millisecond, and find a way to put your two braincells together, you'd realize making money in the stock market is about following what the big boys are doing, not going against them with some hair brained investment idea for some stock that's been beaten down 80% for good reasons.
Hate on the memory trade all you want, but you gay bears are going to be wrong some more. Here's some info on Alphabet - (surprise, they're not the only ones doing it too).
"Alphabet's ballooning capital expenditures, disclosed in its Q2 earnings on Wednesday, were the latest sign of tailwinds for the AI ecosystem. The tech giant, which already spent more than $78 billion in the first half of the year, expects the total bill in 2026 to fall between $195 billion and $205 billion, with expenses mostly coming from data centers, networking, and custom silicon."
That means 115B - 125B for the second half of the year in Ai Capex.
We're all gambling in the casino, but as for myself, I'll still with the memory sector for now.