Steve Kovach

Technology Reporter, CNBC
@stevekovach1985 · tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
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BOTZ long +3.3%
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BOTZ ×1
Recent Calls
BOTZ long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 100%
Average Return +3.3% Long Return +3.3% Short Return -
Average Return
7d +0.0%
30d -12.1%
90d +1.6%
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BOTZ Global X... Global X Robotics & AI ETF
Long
Feb 20
$39.02
+3.3%
"That number [$69B for Activision] seems kind of cute now based on what they're spending on all these cloud infrastructure for artificial intelligence." Microsoft is explicitly signaling that AI infrastructure is a higher capital priority than even their largest historical acquisition. If Microsoft is placing an AI executive in charge of a gaming unit, it confirms that "AI" is the operating system for the entire company, reinforcing the bull case for the broader AI infrastructure and software trade. LONG. The corporate strategy is unequivocally "AI at all costs," even in consumer verticals like gaming. Diminishing returns on massive AI CapEx spend.
"That number [$69B for Activision] seems kind of cute now based on what they're spending on all these cloud infrastructure for artificial intelligence." Microsoft is explicitly signaling that AI infrastructure is a higher capital priority than even their largest historical acquisition. If Microsoft is placing an AI executive in charge of a gaming unit, it confirms that "AI" is the operating system for the entire company, reinforcing the bull case for the broader AI infrastructure and software trade. LONG. The corporate strategy is unequivocally "AI at all costs," even in consumer verticals like gaming. Diminishing returns on massive AI CapEx spend.
AI/Semi
YOUTUBE
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