Everyone has an opinion on companies like $GOOGL and their AI spending, but does anyone really know what the return on spending will be? These charts are wild and show how much $GOOG is spending on AI, and how they also had their first ever quarter of negative cash flow. Eventually the market will demand proof of return, right?
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23 Comments
ssippy @ssippy · 7d
It's time guys... it's time to decide if you really believe in the 4th industrial revolution or not! Personally I only see opportunities in there, but the choice is yours… “Everyone loves great results but not everyone loves big investments” As controversial as it is true…
Collin @wallstreetwannabe · 7dEdited
I’m sure they can generate amazing returns on this investment, but to justify anywhere near this company’s current price tag, you have to be assuming amazing returns on this capital and that this company can almost monopolized the data industry. I’m definitely not saying it can’t, but for me there is just too much speculation required to confidently enter at these levels. Thats not to say, however, that I will abandon researching the stock.
Mary @hajji1445 · 7d
Earnings this week will be interesting for $META$AMZN & $MSFT…
Tim McCarthy@tmccart1 · 7d
I agree, but it's also an AI race between Google, Amazon, and Microsoft. As a Microsoft Cloud Architect, I have seen so many times when we try to provision an AI resource into Azure, and get a message that a particular region is out of capacity
Mitchell McKenna@mitchmckenna · 7d
10% drop, I think they demanded proof 😉
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