Mastodawn

🚀🔍 La Corea del Sud intensifica il monitoraggio sui prezzi delle DRAM, dando nuovo impulso al settore. Investi in futuro, investi in tecnologia! #DRAM #TechInvesting

🔗 https://www.tomshw.it/hardware/dram-alle-stelle-la-corea-del-sud-monitora-i-prezzi-2026-04-09

DRAM alle stelle: la Corea del Sud monitora i prezzi

La Corea del Sud interviene con misure straordinarie per frenare l'aumento dei prezzi di RAM e SSD, causato dalla crisi globale dei componenti di memoria.

Tom's Hardware

James Mar 30

A new analysis argues Big Tech's record AI spending isn't about winning — it's defensive. Forcing OpenAI and Anthropic to raise ever-larger rounds shrinks the investor pool until IPOs become the only path left. If the chain breaks, the ripple hits data centers, banks, and pension funds.

https://martinvol.pe/blog/2026/03/30/how-the-ai-bubble-bursts/

#AINews #TechInvesting #AIBubble #Economy

How the AI bubble bursts

The catalysts for a crash are already laid out, and it can happen sooner than most expect. AI is here to stay. If used right, chances are it will make us all more productive. That, on the other hand, does not mean it will be a good investment. Big tech doesn’t need to win, just outspend Magnificent 7 companies are increasing capex to their biggest ever to differentiate their tech from each other and the big AI labs, but the key realization is that they don’t have to spend it to win. It’s a defensive move for them, if they commit $50B, OpenAI and Anthropic need to go raise $100B each to stay competitive, which makes them reliant on investors’ money. As the numbers get bigger, the amount of funds that can write checks of the size required to fill such amounts gets smaller. And many of them are now getting bombed in the Gulf. This is the reason there’s a push for IPOs, it’s because it’s the only option left to keep the funding coming. Taking this into account, Google is extremely well positioned to weather the storm. When they announce capex expenditure, they don’t spend it overnight. They can simply deploy month by month until their competitors struggle to raise and get forced to capitulate. At that point they can just ramp down the spending and declare victory in a cornered market. They don’t need capex, they just need to make it very clear for everyone that nobody can outspend them. It is hard to picture as numbers get so big, but Alphabet (Google’s parent) is ten times more valuable than the biggest military company 1. This also has a great implication for the Mag 7, especially Google: their capex will be a lot smaller in practice than projected, and as investors hate to see high capex in tech, the market will probably reward that if it materializes. As of March 2026, Alphabet’s market cap is ~$2T while Lockheed Martin’s is ~$120B. ↩

Volpe’s Blog

KAPUALabs Mar 23

With $80-90B in AI infrastructure investment, Microsoft's 'animal spirits' drive carries systemic risks: recurring cybersecurity exploits, EU DMA fines up to $20B+, and supplier concentration in GPU hardware. Full analysis: https://post.kapualabs.com/2p84pfz6 #MicrosoftAnalysis #RiskAssessment #TechInvesting $MSFT

KAPUALabs Mar 22

The SaaS sector is undergoing a $1-2 trillion repricing as AI and API-first architectures disrupt traditional software economics. New analysis explores the "SaaS-pocalypse" through a Keynesian lens and what it means for companies like $MSFT. https://post.kapualabs.com/2z5n5u4j #SaaS #TechInvesting #Microsoft #AI

Felix Wagner Mar 17

NVIDIA ist nicht einfach nur ein Unternehmen – es ist eine Gelddruckmaschine. 🖨️💵

Im vierten Quartal lag der Umsatz bei 68,1 Mrd. USD, mit einer beeindruckenden Nettomarge von 63 %.

Anders gesagt: Von 100 USD Umsatz bleiben rund 63 USD als Gewinn übrig.

Der freie Cashflow ist um 124 % gestiegen – ein klares Zeichen, dass die Bewertung nicht nur Hype ist, sondern durch harte Zahlen gestützt wird.

Aktuell wächst der Gewinn schneller als der Aktienkurs. 📈

#Earnings #TechInvesting #SmartMoney

KAPUALabs Mar 16

Broadcom's semiconductor revenue surged 52% YoY, but our analysis reveals dangerous concentration: ~50% from just 5 hyperscaler customers. As AWS, Google, Meta pursue in-house chips, this growth looks increasingly brittle. Deep dive: https://post.kapualabs.com/pr5przx6 #SemiconductorIndustry #TechInvesting #Broadcom $AVGO

KAPUALabs Mar 15

The $6.7 trillion AI infrastructure shift is reshaping global supply chains, but technical bottlenecks and hyperscaler funding gaps reveal the hard realities behind the hype. New analysis examines optical networking constraints, custom silicon threats to $AVGO, and the unprecedented scale of capital deployment. https://post.kapualabs.com/58vmj6ez #AIInfrastructure #SupplyChain #Semiconductors #TechInvesting

NewsletterTF Feb 22

The stock market is shaky because of worries about AI. Some people fear AI will hurt old businesses, while others doubt if AI companies will make money soon. This has caused many AI-related stocks to lose value.

#AI, #StockMarket, #TechInvesting, #MarketVolatility, #ArtificialIntelligence

https://newsletter.tf/ai-stock-selloff-market-instability/

AI Stocks Fall, Making Markets Unstable

AI stock prices are dropping fast. This is causing big money worries. People are unsure if AI will help or hurt businesses and if big AI money will pay off soon.