May. 6 at 7:15 PM
JPM just dropped a warning shot on AI economics — and the message is simple: internet profits are getting eaten alive by AI token, inference, and GPU costs.
Desk flags rising spend pressure across
$META $SHOP $SPOT $PINS $ROKU as AI/LLM workloads scale faster than monetization.
They’ve got a VERY sneaking suspicion this isn’t a one-off line item — it becomes a persistent margin drag as 2026 unfolds.
Translation from the trading desk: revenue up, but AI infra bills rising even faster. That’s a setup for multiple compression if monetization doesn’t catch up.
Curious about the full approach?👉 Check the @MeanReverter_
