I don’t see it as an all-out bullish signal, but capital is clearly rotating back into AI, semiconductors and infrastructure. CoreWeave, SMCI and Lumentum also show that investors are increasingly looking beyond quarterly revenue and focusing on backlogs, long-term contracts and future cash flows.
The big question now isn’t whether money is coming back — it’s which companies can actually turn that capital spending into sustainable profits. Valuations still matter, especially after the strong AI rally we’ve already seen.
For me, this is a reason to stay invested but remain selective, rather than chase every AI name that is moving higher. 📈
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- wigglyz·08-20 19:42P/FCF is where the selectivity starts for me. If future contract growth is already priced two years out, a lot of these AI names still look crowded 👀LikeReport