great article to interact with this image which shows the dollar value compares are investing, when and how much etc. especially around OpenAI's recent revenue miss, theres fears that the growth can remain in front of the spending cost. I found a great podcast talking about how many of the MAG7 are spending so much on AI to be vertically integrated in fear of falling behind, a double edge sword if they don't spend it they'll lose market share and fall behind. its spending for survival fears. eventually the rev will slow, markets will react, MAG7 free cash flow will be eaten alive, and the market will dip, at least thats there thesis.
link to article https://www.morningstar.com/stocks/ahead-ipos-ai-giants-keep-making-circular-deals-heres-why-thats-risk
https://i.redd.it/t9zqud5fa60h1.png
Posted by Forecydian