CoinJie.com news, Jim Cramer said investors may regret missing this AI rally. He believes the next major rebound in large technology stocks could start when one of the “Magnificent Seven” companies demonstrates that its AI investments are generating significant profits. He pointed out that investors, when grouping companies such as Meta and Alphabet into the same category, overlook their respective strengths. He is confident that successful AI-driven earnings growth from one of these tech giants could improve sentiment across the entire industry. Cramer specifically mentioned that Meta plans to start making its own AI chips later this year to expand its AI infrastructure. Although investors initially reacted negatively, believing this means capital expenditure will remain high, Cramer believes the market may be underestimating Meta’s long-term strategy.

META4.68%
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GateUser-870b5e71
· 7h ago
With capital expenditure running at high levels, the market is naturally panicked, but if a differentiated moat can truly be created, the current investment will be future monopoly profits.
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GovernanceMoodboard
· 8h ago
The probability that what he says turns out to be a contrarian indicator is pretty high every time, but it really does make logical sense for Meta to build its own chips, reducing reliance on Nvidia.
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L2NightCourier
· 8h ago
Among the seven big players, whoever is the first to make real money with AI will almost certainly send the entire sector soaring right along with them—right now, it’s all about who can hold out the longest.
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TvlAt3A.m.
· 8h ago
Cramer is at it again with his calls, but Meta developing its own chips is indeed interesting; in the long run, it could save a lot on computing costs.
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