Memory stocks up on Google increasing capex but Google down because nobody believes the capex spend will lead to any serious ROI.


People know AI capex will have a very low ROI but they're buying memory as if the demand will last forever.
Markets are rational.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pinned