$GIGGLE
🚨🔞 Nvidia reports its quarterly earnings on February 25th The hyperscalers begin to report on Wednesday after the close – META and MSFT. GOOGL reports on February 5th and AMZN reports on February 4th. Taiwan Semi’s Q4 HPC (high performance computing) revenue – fueled by AI – rose 48% YoY, and it expects its 2026 capex to rise at least 27% YoY. Samsung will ship next gen HBM (high bandwidth memory) chips next month. Nvidia Vera Rubin chips are in “full production”. AI capex remains on rails 🤔
Disrupt – Speculative bubbles direct massive capital to new technologies. In any technological advance there are winners and losers 🤔
Google DeepMind’s Hassabis noted last week that much of the AI boom relies on heavy data center capex, often debt financed ⚡️📢
That could prove problematic if economic conditions shift or returns are slower than imagined 📢
He also cited past tech bubbles where enthusiasm outpaces practical applications and revenue generation. AI’s commercial utility is increasingly on the clock 😱
🚸 Warning 🚸 I do not provide financial advice 🔞The intent of this content is for you to be aware of market conditions before starting to invest 👌Thank you for reading 👌