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r/valueinvestingr/valueinvesting· u/Beneficial-Chair-333· 12h agoDiscussion 0

Long term beneficiary of AI

Investor summaryNeutral

Questions if hyperscalers' high AI capex justifies sell-offs vs short-term semi beneficiaries, and if long-term gains are priced in.

Bull points
  • Hyperscalers are likely the ultimate long-term beneficiaries of their massive AI infrastructure investments.
  • The current market sell-off of hyperscalers may be an overreaction to short-term capex concerns.
Bear points
  • Hyperscalers are experiencing significant stock price declines due to market backlash against high AI capex.
  • Investors are actively rotating out of hyperscalers into short-term AI beneficiaries like semiconductor stocks.
AMZNGOOGLMUSNDKNBISAI 资本开支半导体
Post body

Recently hyperscalers like Msft, Meta, Amazon and Google has been going through lots of bashing for their high capex spending and ultimately loosing their prices. Plenty of people have sold and are selling them to invest in the probable short term beneficiaries of this capex semi/AI stocks like MU, SNDK, Hynix, NBIS

So, are these hyperscalers spending capex by risking their current drop in prices for nothing? If they're not gonna benefit from AI in long term then who's long term beneficiary of AI?

If they are the beneficiaries then is that priced in their current valuations?

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