AI Spending and Chip Stocks: Follow the Cash Flow
No Comments on AI Spending and Chip Stocks: Follow the Cash Flow
AI spending and chip stocks are linked, but Alphabet's reported negative free cash flow shows why investors should check capex funding before chasing rallies.
Big Tech Pullback: A Portfolio Checkup After the Magnificent 7 Selloff
Big Tech pullback: The Big Tech pullback should not be treated as a prophecy about the end of the AI trade. It is more useful, and more honest, as a portfolio c