OpenAI’s accelerating revenue and Microsoft’s strong cloud growth suggest that AI demand is becoming a real business rather than just a hype story. However, Qualcomm’s cautious outlook raises concerns about smartphone demand and Apple’s supply chain.
For me, the key question is whether AI earnings can keep growing fast enough to justify current valuations, especially with interest rates remaining elevated. I’m watching earnings, capex and cash flow closely — the companies turning AI spending into real profits should have the strongest long-term advantage.
@MillionaireTiger [思考]
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