AI spending boom - sustainable growth or 2000 all over again?
u/ChangeNOW_Community ·
Reddit — r/stocks
· April 29, 2026 at 13:47
· ⬆ 26 pts
· 💬 54 comments
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NVDA up 260% YoY revenue. MSFT, GOOG, META all increasing capex on AI infrastructure. Every earnings call mentions "AI integration" and the market rewards it.
The bull case: this is real infrastructure spending. Enterprises are adopting at unprecedented speed. Data center demand is measurable, not speculative.
The bear case: Cisco 2000. Right thesis, wrong valuation. Music stops, bagholders emerge.
Curious where people see the inflection point. Are we pricing in 5 years of growth or is there still runway? What's your AI exposure looking like - direct plays like NVDA or picks-and-shovels approach?