Google’s raised $200B capex guide still failed to reassure AI investors
JOBhakdi · x · 2026-07-23
- The post argues that the market is punishing AI capex too aggressively: Google fell despite strong earnings, and Amazon and Meta also sold off.
- It highlights Google’s raised capex guidance from $185B to $200B and says investors are reacting irrationally to spending on AI infrastructure.
- The author says he would not buy Google here, but finds AMZN and META attractive, and считает NVDA the best value/risk in the group.
- He also calls MU dramatically undervalued, while warning it could drop sharply on any hiccup above $1,000.
Related event: Tech Giants' AI Capex Triggers Market Selloff(7 posts)→
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