- Entry
- $307.34
- Now
- $328.58 +6.9%
- Target
- —
- Score
- —
I get that AI may not be as useful at this point in time as it was predicted to be when massive CapEx expenditures began back in 2022. And I get that just because memory and semiconductor and other “picks and shovels” stocks are up doesn’t necessarily mean that AI will turn the kind of profit that will justify those expenditures. However, once the infrastructure buildout reaches a level that sustains AI use adequately and CapEx slows, AI as a …
— ORIGINAL POST ·
Question for the bubble bears
· r/stocks
· Jun 24, 2026