$Microsoft (MSFT.US)$ just listen to someone on TV and they'...
$Microsoft (MSFT.US)$ just listen to someone on TV and they're saying that the Microsoft's going to have a 10% sell-off after the Bell.. of course they don't know but what they're saying is that their capex is going to accelerate and they're not going to be able to identify when they're going to get a return on investment and that tends to be the Crux of these largest companies at this point in time that they're spending tens of millions of dollars and they don't know when they're going to get a break even
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36 yrs in the trenches, raised 100mil for start ups, syndicate ipo's, yrs on trading desk mkt maker.
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Money Thrill : Yes, and therefore i won't buy Microsoft and Meta only some producers of chips, $ASML Holding (ASML.US)$ , $Taiwan Semiconductor (TSM.US)$ , $Arm Holdings (ARM.US)$, $Micron Technology (MU.US)$ etc ...![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
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Nisdey : Try tens of billions. And that's only a small AI datacenter.
Wealth Thinkle : For ASML and TSM then we may say thank you to. Donald Duck
10baggerbamm OP Wealth Thinkle : ASML missed, okay that is nothing to do with either they missed they missed earnings and they guided lower and they told us this Q4 last year that the first half of this year was going to be week well now they're saying third quarter is going to be week and 4th quarter will begin to recovery
Wealth Thinkle : capax on Ai all being kill on these coming report. See and listen what’s reporters tell. This is the excuses given by reporters and fact is fund movement cause of these
10baggerbamm OP Wealth Thinkle : really not sure what you're trying to say but Stacy is one of the best he's not an idiot on TV every single day he does one thing semiconductor chips that's it that's his niche that's what he's done for years and years and years he's right a lot more than he's wrong and that's because as I said he's boots on the ground he's calling customers he's not reading what somebody else wrote and extrapolating from it he's making his own determinations from actual pounding the pavement and talking to the buyers at these companies
George Both : Seems like the analyst was partially correct