There Will Be Massive Capital Destruction In The US From The AI Capex Boom: Chris Wood | N18S
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MEMORY COULD EAT 68% OF AI CAPEX NEXT YEAR.\nHere’s what that actually means!\n\n#stocks #stockmarket #
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ты устала
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💸🧐🚨Endeudarte no siempre significa perder valor. Si utilizas deuda para comprar un activo productivo, crece tu pasivo, pero también crece tu activo. CAPEX construye capacidad. OPEX sostiene la operación. La rentabilidad genera utilidad. Y la utilidad retenida construye capital. Por eso, un negocio no se entiende viendo únicamente cuánto debe. Activo − Pasivo = Capital contable. Y si mes a mes el negocio genera utilidades y las reinvierte, ese capital puede seguir creciendo.
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Fed Chair Kevin Warsh says the AI capex boom is driving manufacturing momentum, but predicting its ultimate impact on the economy isn't so simple. #federalreserve #FOMC #fed #kevinwarsh #AI #capex
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Amazon's $200 Billion Capex: The Key Condition for Market Acceptance | Son Seok-woo | Kim Seung-h...
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