Punishing AI Capex is Short-Sighted: Massive Investments Will Yield Huge Profits
JOBhakdi · x · 2026-07-25
Addressing the current market FUD regarding AI infrastructure capital expenditures by tech giants (Mag 7), the author argues that the current market punishment is plain dumb.
The core thesis is that once the panic subsides, these aggressive capex investments will be recognized as highly beneficial. These expenditures are not merely costs; they are generating immediate and massive profits while simultaneously boosting the performance of the capital recipients.
Related event: Tech Giants' AI Capex Triggers Market Selloff(7 posts)→
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