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Amazon’s $200 Billion Capex Guide May Scare Investors
It was all about AWS when Amazon reported results after the bell on Wall Street Thursday.
Of course
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Is AMZN able to fund this without reducing their share buybacks?
Hence expectations for $2 trillion in IG supply this year.
Speaking of Msft, you said after earnings that the sell off was a trend and not necessarily a point at which to buy.
Good call.
This reminds me of when Jerry Sanders of AMD would tell us “real men have fabs” and we investors ate it up until we didn’t.
My lovely wife “convinced” me to start attending yoga classes.
I told one instructor “Real men don’t use mats.” That only merited a quizzically raised eyebrow.
Throwing away approx $75 million on Melania and destroying the Washington Post brand are just drops in the bucket I suppose.
You mean the documentary masterpiece with a surely not manipulated 99% rating on rotten tomatoes?! The piece of art that will transcend humanity and be the sole representation of human culture on the next Voyager golden record?!
Yep, that one. Just flat out bribery.
There are two kinds of errors that can be made by decision makers. One is to go all in on something which turns out to fail. That one will cost you actual money can easily end one’s career. The other is to not do something that could have succeeded. That one creates an opportunity loss only. Few have lost their jobs over this one. It strikes me that we do not yet know enough about AI’s potential to be in such a rush to fail. I just acquired a new Windows 11 computer. I’ve now had it for a week and a half during which time it has crashed numerous times, it frequently spews AI vomit all over my screen making virtually impossible to complete the tasks for which I purchased it. In fact, it Just threw up making me start over. God, I hate AI.
I can relate. I decided to keep my older laptop (from 2020) that had Windows 10 (no longer serviced by Microsoft) and it doesn’t have the configuration capacity for Windows 11. I pretty much only use it at home (on secure wifi) to update some excel spreadsheet and do my tax return ( I download the tax software and do not store the return in the cloud). If my laptop dies, it dies. I’ll deal with it then. I did renew my security subscription for good karma.
I can’t stand the AI on my phone, but I’m learning how to shut it down and work around it.
I bought a new Windows box just this week as well. I’d blocked my old PC from updating Win10, but no longer.
The secret is to shell out the extra cash for the Win Professional edition. They don’t stuff all the ads and other garbage in the face of what they’re presuming will be a corporate/professional work station.
With Win10, they pushed plenty of ads, but you could block most of it and ignore the rest. With Win11 it’s nearly impossible. (I did stumble on a second method with my kid’s PC. If you have parental controls on, they don’t push ads or AI slop at you.)