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【TechTrends】
NVDA Surges as AMZN’s $200B Capex Pivot Reshapes AI Infrastructure
February 7, 2026
AMZN, NVDA, AVGO, AFRM, RBLX, MSTR, WMG, TSLA, RDDT, GOOGL
AMZN’s $200B spend fuels NVDA gains while AWS hits 24% growth. Hyperscaler capex divergence shifts capital toward hardware and energy suppliers.
【TechTrends】
Alphabet $185B Capex Resets Tech; NVDA, QCOM Face Supply Caps
February 6, 2026
GOOGL, QCOM, ARM, AMZN, SNAP, COIN, UA, CIEN, RELX
GOOGL’s $185B capex forecast triggers valuation recalibration as DRAM shortages cap QCOM and ARM growth despite record data center demand.
【TechTrends】
NVDA and GOOGL Lead Tech De-rating as AI Capex Forecasts Hit $185B
February 5, 2026
AMD, GOOGL, NVDA, QCOM, UBER, TXN, MSFT, AMZN, TSLA, PLTR
Alphabet’s $185B capex spike and AMD’s guidance miss trigger a 2.82% sector sell-off, signaling a margin-diluting shift toward AI infrastructure.
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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