With rates still sticky and capex discipline tightening, I’m uneasy about another Meta/Microsoft AI spending spree.
From a sector lens, Meta’s AI spend feels misaligned. They’re pouring billions into Llama and cloud, yet their ad base is slowing. If they can’t monetize AI-generated content or boost DAUs, MSFT’s edge in enterprise AI and cloud moats might keep widening.
Is META’s AI spend justified or just vanity?
Still holding PYPL; feels like a rollercoaster.
Is this just a technical bounce or real catalyst?
If PYPL can hold above 120 with rising volume and reclaim 128, does that trigger a multi-day run toward 135-140, or is this just a mean-reversion pop before another pullback?
I’m long MRVL and NVDA, but MRVL’s margins and data-center demand look solid; not panicking yet despite the noise.
Feels like bears overreact; MRVL still has AI legs.
If the bears keep calling MRVL a zombie every time revenue dips, why do they ignore the data-center backlog and AI chip roadmap? Are we just seeing confirmation bias, or is the market punishing the right signals?
