Meta Platforms continues to prioritize AI infrastructure investment, unaffected by short-term market fluctuations.
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The creator advises against buying the dip following a recent market-wide sell-off, attributing the decline...
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The creator advises against buying the dip following a recent market-wide sell-off, attributing the decline to a 'rate scare' caused by a stronger-than-expected jobs report. He suggests waiting for the panic to subside before entering positions, noting that he is currently holding 30% cash.
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Microsoft is actively investing in AI infrastructure, supporting its long-term growth thesis.
Amazon continues to invest heavily in AI infrastructure, maintaining its long-term growth trajectory.
Alphabet remains a key player in the ongoing AI infrastructure build-out, despite recent market volatility.
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