Google, Amazon, and other big tech companies are planning massive CapEx, especially toward AI, data centers, and chips.
Does this make the sectors they’re spending on a good investment opportunity? Historically, is it smart to invest where the giants are pouring money, or is most of the upside already priced in?
How do you spot the real winners in these areas?
EDIT :
AI / Semiconductor & Chip Makers: NVDA, AMD, AVGO, INTC, TSM, ASML
Data Center / Cloud Hardware Providers: DELL, HPE, CSCO, ANET, EQIX, DLR
Energy & Infrastructure: NEE, SBGSY, TSLA, ENPH, SEDG
Google, Amazon, and Big Tech Are Spending Billions. Should You Follow the Money?
byu/Ok-Kaleidoscope2085 instocks
Posted by Ok-Kaleidoscope2085
2 Comments
I think their spending on AI infrastructure had already been priced-in and now there’s a correction happening. But I suspect once the dust settles AI infrastructure will go back up as it is clearly going to be a massive revenue generator.
EDIT: Personally, I’m going to track Googles supply chain and invest in that when things turn around.
so what would be the stocks that supply GOOG, AMZN, MSFT? You are looking at a combined revenue of 400 billion for these.