Rate Of Return$Broadcom(AVGO.US)AI chips are selling well, but traditional business fell short of expectations. The massive spending by $Oracle(ORCL.US) is directly linked to the explosive profits of $Broadcom(AVGO.US) and $NVIDIA(NVDA.US). If companies like Oracle, $Meta Platforms(META.US), $Alphabet - C(GOOG.US), and $Microsoft(MSFT.US) are too scared to buy due to cost pressures, who will hardware manufacturers sell to?
$Oracle(ORCL.US) customers bring their own chips to join the group, are they trying to be the contractor for data center construction? 🤣
Oracle's earnings report is a logic killer. The market believes that AI applications may not make money, but computing centers should be profitable. Now, even computing centers aren't making money, so only those selling chips are profiting? $NVIDIA(NVDA.US)
If no one is making money, orders will definitely be cut, and then even chip sellers won't make money. It's a vicious cycle, urgently needing positive news to break the deadlock. 🥹🥹
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