Sep. 14 at 7:37 PM
$DELL $MSFT $MU $NVDA $WDC
Bears have been screaming “AI BUBBLE” while companies keep spending BILLIONS building the infrastructure anyway.
Circular financing? Fine, watch it.
IPO delays? Who cares.
The real question is: ARE ORDERS STOPPING?
GPUs still need memory.
Servers still need storage.
Data centers still need infrastructure.
Cloud demand still needs capacity.
You don’t cancel a generational buildout because Twitter found a new buzzword.
The funniest part? Bears keep waiting for AI to “fail” while the suppliers keep collecting checks. 💰
This isn’t about whether every AI startup survives.
It’s about whether the world needs MORE compute, MORE memory, MORE storage and MORE data centers.
Answer: YES.
Keep calling it a bubble.
I’ll keep watching the infrastructure companies get PAID. 🐂🔥
