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【TechTrends】
Alphabet Deficit Signals Squeeze in Megacap AI Capex
July 25, 2026
INTC, SCTX, META, TSLA, AAPL, MSFT, SFTBY, SAP, GOOGL, SMCI
Surging AI infrastructure spending drains megacap cash flows, shifting capital toward physical assets and defensive software platforms.
【TechTrends】
Alphabet Cash Burn Triggers Capex Scrutiny Amid Tech Sell-Off
July 24, 2026
TSLA, GOOGL, MBLY, IBM, INTC, AMD, META, AMAT, AAPL, SPCX
Historic capex burn at Alphabet and Tesla crushes mega-cap free cash flow, contrasting with Intel's surging CPU inferencing margins.
【TechTrends】
Alphabet and Tesla Capex Surge Triggers Cash Flow Drag Despite Cloud Beat
July 23, 2026
AMD, AAPL, SMCI, UBER, LYFT, GOOGL, TSLA, NOW, NVDA, AVGO
Massive capex squeezes free cash flow at Alphabet and Tesla, driving portfolio rotation from capital-intensive spenders into cash-generating hardware leaders.
NVDA, MSFT, GOOGL, META, TSLA, AMZN, CEG, VST, MU, TSM, CRWD, NOW
January 3, 2026
【Tech Sector】
Tech 2026: DeepSeek, Energy Gaps & AI K-Divergence
DeepSeek shifts compute to ROI & power. Target Agentic AI. Capture Alpha.
NVDA, TSM, GOOGL, AMZN, META, AMD
January 2, 2026
【Stock Insights】
Nvidia Moat Cracking? DeepSeek & ASIC Impact Explored
Training gains fade. Inference costs soar. Nvidia's $30B defense vs. ASICs.
META, NVDA, MSFT, GOOGL, IBM, CRM
January 1, 2026
【Tech Sector】
Rise of Agentic AI: $100B Market Entry Strategies
$100B by 2030. Meta & Nvidia insights. Unlock Solo-Unicorn profit logic.
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